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