This guide looks at the functionality available when choosing to Preview a built in report.
Note: All pages below are subject to having relevant Roles and Permissions.
To access Preview choose any built in report, in the example below we have chosen the Reports>Administration>School Summary Report pathway
Then click Preview
In the Preview of the report in the top left choose the following functions;
- New: ‘Prepare a New Report’ this takes the user back to the previous screen with no parameters set.
- Edit: takes the user back the previous screen to edit any previous parameters set.
- *Schedule : see How to Schedule a Report
- *Export : choose to export to various formats and if required publish to Students, MCAS or Save a Copy locally
- *Data: this will create a an on screen spreadsheet view of the data in the report with the option to Export as a csv.
Note: Schedule, Export and Data are also available in the previous screen where Preview was clicked
The Live Preview Pane displays the expected output for the Report.
The Preview Pane Toolbar gives a number of options.
From left to right the Toolbar gives some standard viewing options.
- Refresh – will refresh the preview
- First Page – will move to the first page of the report
- Previous Page – will move to the previous page of the report
- Page Selector – will move directly to the page number entered in the number box. This also shows the total number of pages available
- Next Page – will move to the next page of the report
- Last Page – will move to the last page of the report
- Toggle Print Preview – will toggle between displaying the preview in separate pages or as one page
- Export – will export the information from the report in several formats (see Export)*
- Print – will print the report
- Toggle Document Map – will toggle between the report and the document map if there is one
- Toggle Parameter Area – will toggle between the report and the parameters option
- Zoom In – will zoom in on the report
- Zoom Out – will zoom out on the report
- Toggle Full Page/Page Width – will toggle between the preview, full page length and full page width
Note: When the preview is collated it will not display all of the records within each Data Item, it will only display the first 100 records, meaning it will not slow down the production of the report. It will also not show sorting and information required at runtime parameters.
*Export
The Export option in the Toolbar allows an export to be generated in various formats:
