How to: View and Print Reports

There are many predefined reports. You can find these in different ways:

• Some pages contain a Reports menu with reports related to the page, and reports may also be accessed from the ribbon.

• You can find reports for each department in the Departments menu.

• When you post a document, you have the option to print the document at the same time as you post the document.

To define a report

1. Open the report request window for the relevant report.

2. If there is an Options FastTab for the report, fill in the fields on the Options FastTab to determine what is displayed in the report.

   To see Help for the report, press F1 in the report request window. The Help will explain how to fill in any option fields in the window.

3. If you want to limit the data included in the report, you can set filters. You can enter criteria in the suggested filters or add more filters.

   There is a FastTab for each table that is used in the report. There may be two types of filters available for each table:

   • Under the Show results heading, you can enter regular table filters.

   • Under the Limit totals to heading, you can enter FlowFilters.

     For more information, see Setting Filters.

Sorting Data

Some reports let you control the sort order of the data in the report. If the report contains a Sorting section in one of the FastTabs with filters, you can sort records in ascending or descending order, for example, numerically or alphabetically.

To sort data in the report

1. In the Sorting section of the report request window, use the first drop-down arrow to select the relevant field.

2. Use the second drop-down arrow to select Sort ascending or Sort descending.

To preview a report

• If you want to see the report on the screen before printing, choose the Preview button.

To save as an Excel, PDF, or Word file

• From the Print Preview window, you can save the report as an Excel worksheet, a PDF file, or a Word file. To do so, choose Save As, and then choose Excel, PDF, or Word.

  Note

  Printing is restricted on certain reports, such as posted sales and purchase documents. Therefore, the Print Preview window for these documents does not contain a Save As or Print button.

To modify the page setup

• You can specify the paper size or orientation, or the margins for a report. In the Print Preview window, choose Page Setup. Modify the settings in the Page Setup window.

To print the report

• To print the report, choose the Print button, either in the Print Preview window or in the report request window. If you do not want to print the report now, choose the Cancel button to close the window.

  If you choose Print from the report request window, the Print window opens and you can select a printer and enter details about how the printing will be done.

See Also

Concepts

Work with Data