How Do I Preview and Print Reports?

You can preview a report (or an invoice) by clicking Print or Preview on any screen. From the Report Viewer, you can do many things:

• Sort Items: Sort the items on a report by selecting the relevant option in the Sort Report drop-down and clicking  Sort Ascending or  Sort Descending as needed.
• Email Reports: Click  to email a report in the PDF, Word or Excel format. You can accept the standard text (defined on the Preferences-More screen) or add a message.
• Export: Click  Export option to export and save a report to another format. File formats include PDF, Word, Excel, RTF, RPT and more.
• Print: Click  Print to print a report as a PDF. You can choose a page range or all pages to print.
• Search Content: Enter text in the search field and click Find to search for any text in the report.
• Jump Between Sections: Click the Group Tree button so you can jump to any section of a report.
• Navigate Backwards and Forwards: Navigate page-by-page through a report using the navigation arrows  or use the keyboard arrows and Page Up/Down keys to scroll vertically and horizontally.
• Change View Magnification: Change the zoom level of a report from 400% to 25%.
• Drill-Down: Click on a report item and drill-down to its detail. Example: In the Aging Summary report, you can drill down from client to projects, projects into phases.

Besides the reports, you have these options available for statements and invoices as well.