Learning about the Reports application
The Reporting application can be accessed both through the Output Manager Console and the Output Manager Web Interface. There are many sample reports included in Output Manager. These reports provide summary and details of activity by user, department, document, and destination. Upon clicking reports in the tree, a panel displays with parameters. These parameters can be adjusted, after which the report displays up in the right side of the screen. Summary reports include hyperlinks to detailed reports. The Report Designer is used to edit and create new reports. It is accessed from the New Report menu.
Click the area of the window you want to learn more about.
Report Preview window
The Report Preview window displays a tabbed view of the Reports tree selection. By default, selecting reports in the tree will replace the report in the active tab. To open a report in new tab, right-click the report and click Open in New Tab.
When a report is opened the Parameters pane displays with parameters to configure. Complete the parameters and click Submit to display the report in the right side of the window. Summary reports include hyperlinks to detailed reports.
Your tree selection and open tab pages will be saved for the next time you open the application.
Menu bar
The menu bar displays below the tab title.
Menu | Command | Description |
---|---|---|
File | Page Setup | Allows you to change page orientation, select paper size, choose paper source, and change page margins. |
Displays the Print dialog box for printing the active report. | ||
Quick Print | Sends the report directly to the default printer without customizing print settings. | |
Export Document | Exports the active report and saves the resulting file on your hard drive. You can choose one of the following formats: PDF, HTML, MHT, RTF, Excel, CSV, text, or image. You may be prompted to define format-specific options. | |
Send via Email | Sends the active report via email. You can choose one of the following formats: PDF, MHT, RTF, Excel, CSV, text, or image. You may be prompted to define format-specific options. | |
View | Page Layout | Changes the page layout to one of the following:
|
Toolbar | Shows or hides the toolbar. | |
Status Bar | Arranges the pages in a continuous vertical column. | |
Customize | Allows for customizing the Report Preview window. | |
Background | Color | Changes the background of the report to a specified color. |
Watermark | Adds a text or picture watermark as the background of the report. |
Toolbar
The toolbar displays the following information.
Option | Description |
---|---|
Parameters | Shows or hides the Parameters pane. |
Search | Displays the Find dialog box for locating text in the report. |
Displays the Print dialog box for printing the active report. | |
Quick Print | Sends the report directly to the default printer without customizing print settings. |
Page Setup | Allows you to change the print settings using the Page Setup dialog box. You can change page orientation, select paper size, choose paper source, and change page margins. |
Scale | Displays scaling options for changing the view of the report. |
Hand Tool | Enables or disables the use of the Hand tool. The Hand tool enables you to scroll content by dragging the document instead of using scroll bars. |
Magnifier | Enables or disables the use of the Magnifier. The Magnifier allows you to switch between 100% and "fit whole page" views. Click anywhere in the report to toggle views. |
Zoom Out | Decreases the magnification of the report. |
Zoom | Allows for selecting the zoom level from the drop-down list. |
Zoom In | Increases magnification of the report. |
First Page | Displays the first page of the report. |
Previous Page | Displays the previous page of the report. |
Next Page | Displays the next page of the report. |
Last Page | Displays the last page of the report. |
Multiple Pages | Displays options for viewing two or more pages at one time. |
Color | Changes the background of the report to a specified color. |
Watermark | Adds a text or picture watermark as the background of the report. |
Export Document | Exports the active report and saves the resulting file on your hard drive. You can choose one of the following formats: PDF, HTML, MHT, RTF, Excel, CSV, text, or image. You may be prompted to define format-specific options. |
Send via Email | Sends the active report via email. You can choose one of the following formats: PDF, MHT, RTF, Excel, CSV, text, or image. You may be prompted to define format-specific options. |
Parameters pane
The Parameters pane allows you to control the data that displays in the report by changing the parameter values. The following parameters display for all reports. Additional parameters may display depending on the report selected.
Option | Description |
---|---|
Start date | Specifies the start date of the report. |
End date | Specifies the end date of the report. |
Date range | Specifies a date range for the report. You can choose the last 7 days, the last 14 days, the previous month, month to date, or year to date. |
Reset | Clicking this button resets the parameters to their default values. |
Submit | Clicking this button submits the parameter values and displays the report. |
Reports Preview window
The Report Preview window displays a tabbed view of the Reports tree selection. By default, selecting a report in the tree will replace the report that is displayed on the active tab.
Status bar
The status bar displays the following information.
Option | Description |
---|---|
Page n of n | Displays the current page and the total number of pages in the report. |
Zoom Factor | Displays the current zoom level of the report. |