Reports can be viewed in a Print Preview window prior to saving, printing or exporting. When you view a Preview window, you will see your report populated with data and broken down into pages, as specified. When in the Preview mode, you can print out your report using the appropriate menu and toolbar commands.
In Preview, you can export your report to files in different formats. The resulting files can either be saved to the hard drive or sent by e-mail.
Print Preview Reports
It is possible to print preview a report.
- Select a report from the Saved View Panel. See Report Filters for more details.
- Click Preview tab on the designer menu panel.
- Close Close to exit Preview mode.
The following sections describe the capabilities provided by the Print Preview form:
Section
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Elements
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Print
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Print a Document via the Print dialogue
Print a Document Using Default Settings
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Page Setup
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Change Printing Settings via the Page Setup
Specify Page Margins in Print Preview
Scale Print Preview by Entering a Zoom Factor
Scale Print Preview by Specifying Width in Pages
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Navigation
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Navigate Between Pages in Print Preview
Use the Hand Tool in Print Preview
Search for a Specific Text in Print Preview
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Zoom
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Zoom Print Preview In or Out
Zoom Print Preview by Entering a Zoom Factor
Zoom Print Preview to Show Whole Pages or Fit Content
Show Two or More Pages in Print Preview
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Page Background
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Change Watermark and Background Settings in Print Preview
Remove a Watermark in Print Preview
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Export
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Exporting from Print Preview
Copy to Clipboard
PDF-Specific Export Options
HTML-Specific Export Options
MHT-Specific Export Options
RTF-Specific Export Options
XLS-Specific Export Options
XLSX-Specific Export Options
CSV-Specific Export Options
TXT-Specific Export Options
Image-Specific Export Options
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1.1.1.1. File Management
Save Document to Saved Views
- Click Save in the Print Preview Window and the Save As dialogue window appears.
- Click on your desired folder in the Saved Views folders list. This may be the master Saved Views folder, or an existing folder. The selection will be highlighted.
- Alternatively add a new folder. Highlight the folder under which the new folder will be created, and select New Folder.
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Name the new folder.
- If you wish to overwrite an existing report click on the report name. Otherwise, Name the report.
- Click Save.
Save a Print Preview to a File
If you've modified your report, and there's a chance you will need to print out this report version more than once, you can save the report to a file on disk. After that, you can simply load your report and print it out, without having to apply the same changes again.
- Click the Save on the ribbon menu, or press CTRL+S.
- On the invoked Save As dialogue, locate a folder where you want to store your file, enter the report's name and click Save.
- Your document will be saved with the .prnx file extension. Note that this extension will be added to the file name even if you enter another one.
Load a Print Preview from a File
- Click Open on the ribbon, or press CTRL+O.
- On the invoked Open dialogue, define the file and click Open.
Note
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If you open a document previously saved to the hard drive, it is impossible to change its page settings (e.g. page size, orientation, margins, etc.). So, the Page Setup and Scale buttons will be disabled.
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Print
Print a Document via the Print dialogue
- Click Print on the ribbon. You can also press CTRL+P.
- The Print dialogue will be invoked.
- Specify the necessary settings and click Print.
Note
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If you try to print a document whose margins are outside of the printable area, you will see a warning message. Click Yes to print the document anyway, if you are sure that your printer supports the specified page margins.
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Print a Document using Default Settings
To send a document directly to the default printer without customising print settings and invoking the Print dialogue:
- Click Quick Print on the ribbon.
Print Selected Content
To print only the selected content of the previewed report:
- Select the content of the previewed report by holding the left mouse button and dragging the mouse pointer to create a selection box. Expand the selection box to fit all of the content you wish to print. The selected report elements are highlighted.
- Right-click anywhere within the highlighted area of the report and select Print from the context menu.
- In the invoked Print dialogue, specify the required settings and click Print.
See also:
Page Setup
Scale the Print Preview
- Click the Scale dropdown list button on the ribbon.
- Either, enter the required percentage value in the zoom selection, or,
- Specify the required number of pages in the editor.
- Click OK to save changes and close the menu.
Specify Page Margins in Print Preview
To set document page margins, do one of the following:
- Click the Margins dropdown list button on the ribbon, and select a default margin format.
- Alternatively if a custom margin is required click Custom Margins... and enter the required top, left, bottom and right page margins' values into the Custom Margin dialogue.
- Then, click OK to save changes.
Or
- Use drag-and-drop in the Print Preview window.
- To use this approach, point to the dotted line indicating the margin's border. When the pointer changes to drag the pointer to move the margin.
Change Paper Orientation and Size in Print Preview
- Click the Orientation dropdown list button on the ribbon, and select the page orientation (choose Portrait or Landscape).
- Click the Size dropdown list button on the ribbon, and select the paper size.
Navigation
Navigate Between Pages in Print Preview
To navigate between pages, use the scrollbars or the navigation buttons on the ribbon. These buttons allow you to switch to the first, previous, next, or last page of a document.
Use the Hand Tool in Print Preview
- The Hand Tool enables you to scroll content by dragging the document instead of using scrollbars.
- To activate the Hand Tool, click the Hand Tool button on the ribbon.
- Then, after you click a report's page, the mouse pointer is changed from to . Drag the mouse pointer to scroll the document.
Search for a Specific Text in Print Preview
- Click Find on the ribbon, or press CTRL+F. The Find dialogue will be invoked.
- In this dialogue, you can input the text to find, and specify whether to match case or the whole word during the search, or set the search direction.
- To start searching, or search again, click Find Next or press Enter.
Zoom
Zoom In and Out of a Report
- To zoom in a report, click Zoom In on the ribbon, or press CTRL+PLUS SIGN.
- To zoom out of a report, click Zoom Out on the ribbon, or press CTRL+MINUS SIGN.
- To zoom in or out of a report, you can also hold down CTRL and rotate the mouse wheel.
Use the Magnifier Tool
Use the Magnifier Tool to switch between 100% and "fit whole page" views. Simply click anywhere in the report, to toggle views.
Zoom Print Preview by Entering a Zoom Factor
- Click the Zooming dropdown list The Zooming list will be invoked.
- Choose one of the zoom factor presets.
- You can manually enter any value into the Zooming box.
Zoom Print Preview to Fit Content
- Click the Zooming dropdown list The Zooming list will be invoked.
- To zoom to the page width, click Page Width.
- To zoom to the text width, click Text Width.
Note
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If the preview window will be resized later, the current zoom factor will also be changed, to fit the current page or text width.
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Zoom Reports to Display Whole Pages
- Click the Zooming dropdown list The Zooming list will be invoked.
- To display one whole page at a time, click Whole Page.
- To fit two pages into the current view, click Two Pages.
Note
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If the preview window will be resized later, the current zoom factor will be also changed in order to fit one or two pages.
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Show Two or More Pages in Print Preview
- Click Multiple Pages on the ribbon.
- In the invoked dialogue, hover over the page icons, depending on the required number of pages to preview.
- When the required number of pages has been selected, click the popup window to close it and apply changes to the report view.
Page Background
Add a Background colour to a Report
- Click Page colour on the ribbon. The Background colour dropdown list will appear.
- Choose a colour from the Custom, Web or System palettes.
Add a Watermark to a Report
- Click Watermark on the ribbon. The Watermark dialogue will be invoked.
- To add a text watermark, open the Text Watermark
- Input the required text, or choose one from the provided options. If required, define other text properties, such as direction, colour, font, size, transparency, etc.
- To add a picture watermark, open the Picture Watermark
- Load the image and customise its properties, such as size mode, horizontal and vertical alignment, tiling, transparency, etc.
- Specify the required pages to apply a watermark in the Page Range section of the dialogue.
- Separate page numbers with commas, or specify page ranges using a dash.
- Click OK to save changes and close the dialogue.
Remove a Watermark in Print Preview
- Click Watermark on the ribbon. The Watermark dialogue will be invoked.
- Click Clear All.
- Click OK to save changes and close the dialogue.
Export
Export Report to a File on Disk
- Click the arrow near the Export To button on the ribbon.
- Choose the required format from the invoked list.
- You may be prompted to define format-specific options.
- The Save As dialogue appears, allowing you to enter the file name.
- You will be asked if you want to open this file.
- Click Yes, if you want to preview the exported file.
Send Exported Report via E-Mail
- Click the arrow near the Email As button on the ribbon.
- Choose the required format from the invoked list.
- You may be prompted to define format-specific options.
- The Save As dialogue appears, allowing you to enter the file name.
- Finally, the created report will be attached to a new empty message, created in your default mail program.
Copy to the Clipboard
Aside from exporting a report to a third-party formatted file, you can copy a portion of the report content to the clipboard, and paste it into an editor compatible with one of the supported third-party formats.
- Select the content of the previewed report by holding down the left mouse button and dragging the mouse pointer, to create a selection box.
- Expand the selection box to fit all of the content you wish to print. The selected document elements are highlighted.
- To copy the selected content, press CTRL + C or right-click anywhere within the highlighted area of the document, and select Copy in the context menu.
- When pasted to a third-party editor from the clipboard, the report content will automatically be converted to the target format.
Manually Update Report Output
Sometimes you may need to simply update a couple of values in your report before printing it. In these cases, the simplest way to correct your report is to export it to an editable file (e.g. RTF), then use an appropriate editor tool to edit values and print your report.
PDF-Specific Export Options
General Options
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Page range: Define the pages which will be included in the complete file. Separate the pages with a comma, set a range of pages with a dash.
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do not embed these fonts: Define the fonts that will not be embedded in the complete file, to reduce the file size. Separate the fonts with a semicolon.
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Images quality: Choose the required report's image quality level. The higher the quality, the bigger the file, and vice versa.
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Compressed: Check this to enable compression.
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Show print dialogue on open: Check this, if desired.
Password Security Options
These options allow you to adjust the security options of the resulting PDF file (e.g. enable open document, editing, printing and copying protection, and specify which changes are allowed).
Signature Options
If an X.509 certificate is applied to your report, you can maintain its options via the Signature Options property of the report PDF Export Options.
Additional Options
You can also fill the Application, Author, Keywords, Subject, and Title fields.
HTML-Specific Export Options
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Export mode: The following modes are available.
- The Single file mode allows export of a report to a single file, without preserving the page-by-page breakdown.
- The Single file page-by-page mode allows export of a report to a single file, while preserving page-by-page breakdown. In this mode, the Page range, Page border colour and Page border width options are available.
- The Different files mode allows export of a report to multiple files, one for each report page. In this mode, the Page range, Page border colour and Page border width options are available.
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Page range: Specify the pages which will be included in the resulting file. Separate page numbers with commas; set page ranges using hyphens.
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Page border colour: Choose the colour for the page border from the available palettes.
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Page border width: Define the page border width.
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Title: Enter the required report title.
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Character set: Define the character set for your HTML document.
- Also, using the appropriate check box, you can choose whether to remove carriage returns.
MHT-Specific Export Options
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Export mode: Choose one from the available modes to export a report.
- The Single file mode allows export of a report to a single file, without dividing it into pages.
- The Single file page-by-page mode allows export of a report to a single file, divided into pages. In this mode, the Page range, Page border colour and Page border width options are available.
- The Different files mode allows export of a report to multiple files, one for each report page. In this mode, the Page range, Page border colour and Page border width options are available.
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Page range: Define the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
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Page border colour: Choose the colour for the page borders from the available palettes.
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Page border width: Define the width of page borders.
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Title: Enter the required report title.
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Character set: Define the character set, which will be used in the exported report.
- Also, using the appropriate check box, you can choose whether to remove carriage returns.
RTF-Specific Export Options
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Export mode: Choose one from the available modes to export a report.
- The Single file mode allows export of a report to a single file, without dividing it into pages.
- The Single file page-by-page mode allows export of a report to a single file, divided into pages. In this mode, the Page range, Page border colour and Page border width options are available.
- The Different files mode allows export of a report to multiple files, one for each report page. In this mode, the Page range, Page border colour and Page border width options are available.
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Page range: Define the pages which will be included in the result. Separate page numbers with commas, set page ranges using hyphens.
- Also, using the appropriate check box, you can choose whether the exported report should include watermarks (if they exist).
XLS-Specific Export Options
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Export mode: Choose one of the available modes to export a report.
- The Single file mode allows export of a report to a single file, without dividing it into pages.
- The Different files mode allows export of a report to multiple files, one for each report page.
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Page range: Define the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
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Sheet name: Define the sheet name.
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Text export mode: Choose whether value formatting should be converted to the native XLS format string (if it is possible), or embedded into cell values as plain text.
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Show grid lines: Check if it's required to show grid lines in the resulting XLS file.
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Export hyperlinks: Check if it's required to export hyperlinks.
XLSX-Specific Export Options
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Export mode: Choose one of the available modes to export a report.
- The Single file mode allows export of a report to a single file, without dividing it into pages.
- The Single file page-by-page mode allows export of a report to a single file, with each shown in a separate sheet.
- The Different files mode allows export of a report to multiple files, one for each report page.
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Page range: Define the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
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Sheet name: Define the sheet name.
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Text export mode: Choose whether value formatting should be converted to the native XLSX format string (if it is possible), or embedded into cell values as plain text.
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Show grid lines: Check if it's required to show grid lines in the resulting XLSX file.
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Export hyperlinks: Check if it's required to export hyperlinks.
CSV-Specific Export Options
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Encoding: Define the encoding used in the exported report.
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Text export mode: Choose whether to use the formatting of the data fields in the bound dataset for the cells in the exported report. Note that if this property is set to Text, all data fields are exported to the CSV file as strings, with the corresponding formatting embedded into those strings.
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Text separator: Define a text separator (comma by default).
- You can also specify whether to quote strings with separators.
TXT-Specific Export Options
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Encoding: Define the encoding used in the exported document.
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Text export mode: Choose whether to use the formatting of the data fields in the bound dataset for the cells in the exported report. Note that if this property is set to Text, all data fields are exported to the Text file as strings, with the corresponding formatting embedded into those strings.
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Text separator: Define a text separator (TAB by default).
- You can also specify whether to quote strings with separators.
Image-Specific Export Options
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Image format: Choose one from the available image formats to export a report: BMP, EMF, WMF, GIF, JPEG, PNG or TIFF.
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Resolution (dpi): Define the required image resolution.
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Export mode: Choose one from the available modes to export a report.
- - The Single file mode allows export of a report to a single file, without dividing the output into pages.
- - The Single file page-by-page mode allows export of a report to a single file, divided into pages. In this mode, the Page range, Page border colour and Page border width options are available.
- - The Different files mode allows export of a report to multiple files, one for each report page. In this mode, the Page range, Page border colour and Page border width options are available.
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Page range: Defines the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
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Page border colour: Specifies page border colour.
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Page border width: Sets page border width.