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- Search on Designees, and
- The ability to print designees with or without a balance.
Report Framework
Sidebar Options
Section | Report Framework | Function | Use | Report Related | |
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| A | Expand | Expand Preview window across the window | |||
B | Standard Search | Quick setup search of date range and designees |
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| Advanced Search | Allow more complex searches across designee fields. |
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BC | Report | Option to toggle With Balance and Without Balance. |
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| Format | Options for report headers, footers, alignment, font, and date formats. |
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| Page Setup | Page options such as paper width, height, scale, and margins. |
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| Logo | Option to add a logo to your report. |
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| Text | Options for Text File and Clipboard. |
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CD | Load/Save | Ability to save Report options and search to be used without needing to set all the parameters again. |
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| Defaults | Clicking this item sets all Searches and Options to the as-shipped settings. |
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DE |
| Clicking this item collapses the Sidebar |
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Print and Preview Options
Section | Report Framework | Function | Use | Report Related |
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F | Refresh | This will print the report in the Preview window. |
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| Screen | This prints the report in a separate window. |
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| Excel/Numbers | This will export the report information to Microsoft Excel or Apple Numbers spreadsheet applications. |
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| Clipboard | This will print the report to the clipboard to be available to paste in any application. |
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| Text File | This will print the report to a text file that can be opened in text editors or any application that can open a text file. |
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| This print the report to a PDF. |
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| Page |
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| G | Preview Window | Clicking the Refresh print option displays the report In this part of the report window. | ||
H | Search Contents | This allows you to search the contents of the report to look up specific information. |
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| Show Page List | This gives you a list of all of the pages of the report allowing you to quickly jump to pages without a lot of scrolling. |
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| Zoom | This allows you to increase or decrease the visual size of the report to make it easier to read or be able to see more information in the window. |
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Gifts Given vs. Used specific Report features
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