Report Setup Buttons

Copy/Save As/Rename: Use this button to copy all parameters from an existing report to a new report, make changes to an existing report and save it as a new name, or rename an existing report.

Print Report Setup: Use this button to print the settings for the currently selected report. The printout shows which items are selected for all tabs.

Print Setup: Use this button to select a printer and set up printer information for this report.

Print to Screen: Use this button to view the report before it is formatted for printing. This makes the data easy to review, but does not provide an exact representation of how it looks when sent to the printer.

Print Preview: Use this button to view the report as it will actually print.

Print: Use this button to print the report.

Export: Use this button to export the report to one of several popular file formats. This button is available only if the Data Import/Export module is installed.

Export to XLS: Use this button to export your active report data to a spreadsheet in a new or existing workbook. This button is only available if the Data Import/Export module is installed. (It is not available on every report.)

Print to PDF File: Use this button to save the report as a PDF or attach multiple reports to an existing PDF file. This process creates a file that can be emailed.

Email Report as PDF File: Use this button to email the report as a PDF file. The file is sent in an email and does NOT save to a directory. This button is available if your Administrator has set up SMTP Email using Organization>Organization Information>Email Setup tab.

Scheduler: Use this button to schedule tasks to run automatically at designated times. This button is available only if the Scheduler module is installed.

Assign Report Groups: Use this button to open the Reports>Assign Report Groups form were you can create Report Groups that summarize account balances on the reports or assign multiple account codes to a designation code/group code. This button is not available for every report.

Drill Down: Use this button to drill down from report balances to individual debits and credits that make up the balance. This button is not available for every report.

Chart Settings: Use this button to generate custom line, bar, column, or pie charts from reports. These charts reflect your actual data and can be displayed on The One Click Navigator Charting page. This button is not available for every report.

Custom Column Creation: Use this button to generate custom columns in the report. This button is not available for every report.