Viewing and Sending Dynamic Reports

 

Contents  [Hide]

 

Opening the Report viewer

There are several ways to view a Dynamic Report:

It is also possible to create a shortcut that will launch the Dynamic Reports module and automatically open the report you specify. For more information, see Setting up shortcuts for automatic functions or the .Launch module.

All of these methods will launch the Report viewer window:

Viewing, sending and printing a report

When a report is open in the viewer window, you can browse the report and send it to a file, an application, or the printer. You can also return to the Retrieval Settings or the Report Design to make changes to the report.

  1. Click the button and then choose the type of file you want to create – Image, HTML, PDF, XML, Word or Excel.

  2. On the Save As screen, choose the location and enter a name for the new file you want to create. If creating an image file, you should also choose the type of image file to create.

  3. On the Save As screen, click Save.

Alternately, you can use the following method to send the report to another file type:

  1. Click the File menu, point to Send to, and then click File.

  2. On the Save As screen, choose the location, file name and file type for the new file you want to create. Then click Save.

If you click the File menu, point to Send to, and then click any other option (e.g., Image, HTML, etc.), the program will use a default file name to create the file in your Windows TEMP folder and then open this new file using the Windows default program for this type of file.

For more information, see Exporting Reports.

For more details about using the Report viewer window, see Viewer Guide.