Previewing Reports

Most reports allow you to preview the output before generating it.

To preview a report:

  1. Open a report criteria form and define the report parameters.
  2. Click Preview.
Note:  After you click the Preview button, a preview window displays. Closing the preview window closes the message window and prevents the preview from opening. However, the preview background task continues to run and preview files are generated. If you believe there is a problem with a preview, and you would like to cancel the background task, contact your system administrator.

Report previews behave the same as generated reports, with these exceptions:

  • Previews are not sent to a printer.
  • Previews cannot be configured from the Report Options form. Previews use global settings that are defined on the Intranets form.
  • For previews, the format depends on the type of report:
    • Reports created from Report type forms display in a separate preview display window.
    • DataView reports and standard form reports display in a DataView Results form.
    • Reports created using SSRS display in a separate preview display window.
  • Email notification is not needed or supported.