Report Setup Window Buttons

Buttons found at the bottom of a report setup window

Load/Save Report

If your ministry is like most, you tend to need the same reports over and over. With the Load/Save Report feature, you can now save the search criteria for an oft-repeated report along with its formatting and other options. What a time saver!

If you have previously set up the report you need, simply click the Load/Save Report button, highlight the report in the list, and click Load.

Saved Report Window

If you have not yet created the report you need, you may set up the search and formatting options for the report first, then click Load/Save Report when you're ready to save and name the report. Or, you may click Load/Save Report before creating the report and use the Load Defaults feature as a starting point for your new report. There is a Saved Reports Window for each type of report, and you're likely to return to them often. The Saved Reports Windows are also where you find options to Replace, Rename or Delete previously saved reports.

 

Show Preview (Hide Preview)

This feature is particularly helpful in determining that you have chosen the correct search criteria, font size and page setup before printing a report. 

Click this button to toggle open (Show Preview) and closed (Hide Preview) the Report Preview section of the report setup window. To see more of the preview, either enlarge the window or use the scroll bars. To see a revised preview after making a change, click the curved-arrow Refresh icon in the top right corner of the window  or press Command-R (Macintosh) or Control-R (Windows).

Use the Preview to refine a report before printing

NOTE: You have access to several report output options directly from the Report Preview screen. Clicking on the icons in the top right corner of the screen will perform the following functions:

Refresh
Refresh Preview
Click to refresh the Preview after making changes.
 
Send to Screen
Send Report to Screen
Click to send the report to the screen (See the Screen section below).
 
Send to Printer
Send Report to Printer
Click to send the report to the printer (See the Printer section below).
 
Print Current Page Only
Print Current Page Only
Click to send only the page showing in the Preview screen to the printer.
 
Save to File
Save Report to File
Click to save the report to a report file (See the Report File section below).
 
Save as PDF
Save Report as a PDF
Click to save the report as a PDF file (See the PDF section below).
 
Save as Text File
Save Report as a Text File
Click to save the report as a .txt Text File (See the Text File section below).
 
Save to Clipboard
Save Report to Clipboard

Click to save the report to the Clipboard (See the Clipboard section below).

 

Close

Clicking this button will close the report setup window.

NOTE: The next time you open this window, it will open to configuration it had when it was last opened, i.e., if you had the Report Preview showing, the preview space will open but blank, or if you had made the window larger, it will open at that same size. Each saved configuration is specific to each report setup window.

 

Print

Clicking this button will print the current record. First, the Select Report Destination window will open. Here you may choose to send the report to the screen, a printer, save as various file formats, or copy to the clipboard for pasting in another program.

Clicking Print on a Report window opens the Select Report Destination window

Screen: Select Screen and click OK to open a new screen and display the report. From the screen report other print options can be accessed directly from the toolbar in the upper left corner of the window.

Report Destination toolbar on the screen report window

Printer: To send your report to a printer, select Printer on the Select Report Destination window and click OK. You will then see your computer’s print dialog box. Make necessary setup adjustments and print the report.

Report File: To save your report as a report file, select Report File on the Select Report Destination window and click OK. Give the file a name, such as FCCDirectory, browse to select the desired location and click Save. This file format can only be opened by CDM+.

PDF: To save the report as a PDF file, select PDF on the Select Report Destination window and click OK. Give the file a name, such as FCC Directory, browse to select the desired location and click Save. This file format can opened by Adobe® Reader®, Adobe Acrobat®, Preview (Mac only) or any other program capable of rendering a PDF file. A PDF file preserves all your formatting of the report, including fonts, regardless of whether the computer it is opened on has that font file or not. This makes the PDF report option ideal for distributing reports via email to board or committee members.

Text File: To save the report to a plain text file (.txt) that can be opened by any program that can read a tab-delimited format (such as a word processor or spreadsheet), select Text File on the Select Report Destination window and click OK. Give the file a name, browse to select the desired location and click Save. This option preserves the original columns and spacing.
 
Clipboard: To save the entire report to the clipboard for copying and pasting directly into a document, select Clipboard and click OK. If you wish to only copy a portion of the report, first send it to the screen. Then drag your mouse to select the area of the report you wish to copy and click the Clipboard icon.
 
Drag your mouse to select the portion of a screen report to copy, then click the Clipboard icon.
 
After copying the report or portion of the report, switch to the destination program and paste. This option also produces a tab-delimited format that preserves original columns and spacing.