Previewing a Report

Preview your report by running it from the Report Editor or by opening the report from the application main menu.

To preview a report in the Report Editor:

1. In the Report Editor, open the report that you want to preview
2. Set any report parameters that you want to use.
3. Click one of the following icons to run the report:
   • HTML to create HTML output
   • PDF to create PDF output.
   • CSV to create a comma separated values (CSV) file output.

The report will be processed and displayed as soon as it has run. Note that the processing may take some time if there is a large amount of data.

To preview a report from the application:

1. In the main application screen, locate the report that you want to preview
2. Double-click the report icon to open the Report screen
3. Choose an option in the Generate As field. The following options are available:
   • PDF
   • CSV
   • HTML
   • Excel from template. See Using an Excel Template for Report Output for more information about this option.
4. Click Preview to generate a copy of the report locally. Or click Run to run the report on the server.

The report will be processed and displayed as soon as it has run. Note that the processing may take some time if there is a large amount of data.