View and Print a Report Definition

To first preview a report definition and then print it, follow these steps.

1. Navigate to the Report Definition Edit screen by one of these methods:

   • Querying for and selecting a report definition record.

   • Selecting Reports > Edit and entering a valid Report Definition Name.

   • Creating and saving a new data source.

2. \If you went the query route and are taken to the Query Results screen, you can choose to preview the report in PDF form, by clicking the Preview button next to the report name, or you can double-click a record to open it in Report Definition Edit.

3. On the Report Definition Edit screen, you can choose one of the options below for previewing and printing your report definition. (In both cases, you must have the applicable software, Adobe Acrobat Reader or Microsoft Excel, for these functions to work.)

   • To preview the report as a PDF, click the Print Preview toolbar button. The report generation progress window will open. Once the report is generated, a PDF window with the report will open.

   • To send the report to Excel, click the To Excel toolbar button. The report generation progress window will open. Once the report is generated, you will see a File Download window, and be asked if you want to Open or Save the file.

   If you know your report contains pivot table data, we recommend you read the About Pivot Table Reports topic, prior to selecting the To Excel option.

4. Once the report has been exported, click the Print button in Adobe Reader or Excel to .

About Exporting to Microsoft Excel

If the data you export to Excel equals more that 64,000 records in total, you might receive an error in Microsoft Excel and be unable to export the data. This is a limitation set by Microsoft.

In the event that this error occurs, we suggest you filter your data so that it equals less than 64,000 records and try to export the data to Excel again.