×
Menu
Index
Search
 
   
   
   
 
  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.733  Help ID: 2466
 
 

How to Run a Report

Most reports have the same functions along the bottom of the report screen.
How to Run a Report
1

Generate

1. Generate
Enter the options/filters to be shown on the report, and click Generate.  This creates the report or displays an error if the report can't be run (option missing, no data, information missing, etc).  Once the report has been generated, other functions can be selected.
2

Preview

2. Preview
This displays a preview of the report, similar to a print preview.
 
Most reports have the following print preview controls.
 
    
This goes to the first page (grayed out if you are on the first page or there is only one page to the report).
This goes back to the previous page (grayed out if you are on the first page or there is only one page to the report).
This shows the current page out of the total number of pages.
This allows you to view a specific page (grayed out if there is only one page).
This goes to the next page (grayed out if you are on the last page or there is only one page).
This goes to the last page in the report preview (grayed out if you are on the last page or there is only one page).
This drop down menu allows you to adjust the zoom percentage to make the report larger or smaller.
This drop down menu allows you to select the number of pages to view at a time (pages across x pages down).
This button allows you to search all the report pages for a specific word or phrase.  See Preview Search for more information.
This button prints the report. 
This allows you to export the report to a variety of formats.  See Preview Export for more information.
This allows you to export the report to an email.
This closes the report and returns you to the report form screen.
3

Print

3. Print
This prints the report to the location specified in System | Workstation Settings | Printing.  You can right-click the button to select a different printer and different print parameters.
4

Data View

4. Data View
Data View allows you to customize the way you view the report.  You can select which fields to display, sort and filter columns, and export the view to a spreadsheet.
How to Run a Report
For more information on using Data View, see Data View and the video Data View to Extract Customer Information.
5

Reenter

5. Reenter
This allows you to reset the parameters of the report and regenerate.
6

Close

6. Close
This closes the report form and returns you to the report menu.
7

Open CSV

7. Open CSV
This opens the report data in a CSV format, from which it can be manipulated and saved.
How to Run a Report
8

To File

8. To File
This allows you to export the report in different formats.  Clicking Form exports the report as a PDF file, whereas clicking Raw Data exports the report as a .txt file.  You can save the report to your desired location.
 

The contents of How to Run a Report

Data View
Data View to Extract Customer Information
Preview Search
Preview Export