Print and share a report in Desktop Viewer

  • Article

In Desktop Viewer, you can print the current view, current page, current reporting unit, selected reporting units, or all reporting units. When working with a detailed report, you can print the financial report, which combines all supporting details, or you can print specific detailed reports.

Desktop Viewer also lets you share a report in various ways.

This topic contains the following sections:

  • Print a report

  • Share a report

Note

To change the report page setup in Desktop Viewer, on the File menu, click Page Setup.

To print a report, do the following.

  1. In Desktop Viewer, click Report Library in the navigation pane, and open the report to be printed.

  2. On the File menu, click Print, or click Print on the toolbar.

  3. Select the print destination in the Printer field. To change the printer options, click Printers.

  4. Under Print range, select one of the following options.

    • Current View - Prints the current view of a report. For example, if the current report view is three pages, those three pages are printed.

    • Current Page – Prints the page that is currently displayed in Desktop Viewer.

    • Current Reporting Unit – Prints the current reporting unit of a reporting tree. For example, if the current reporting unit is three pages, three pages are printed.

    • Selected reporting units – Opens a dialog box where you can select the reporting units to print.

    • All reporting units – Prints all reporting units in a reporting tree.

  5. Under Report type, select one or more of the following options. If you selected Current View or Current page for the Print range option, these options are not available.

    • Financial report – Prints only the financial report.

    • Account details – Prints only the account details report.

    • Transaction details – Prints only the transaction details report.

    • Exception report – Prints only the exception details report.

  6. To print any comments that are included in the report, select Include comments.

  7. Specify the width of the report columns, or select Autofit to automatically define the column width.

  8. Specify the number of copies to print and whether to collate multiple copies, and then click OK to print the report.

Share a report

You can create an email message that contains a link to your report in the report library. In Desktop Viewer, select a report, click File, and then select Send link using email. Select one of the following options:

  • Management Reporter – Send a link by email to the report that is in the report library. The email recipient must have the appropriate permissions in Management Reporter to view the report.

  • Microsoft Excel (.xlsx) – Send a link by email to open the report as a Microsoft Excel worksheet.

  • Microsoft XPS – Send a link by email to open the report as a Microsoft XPS document.

  • All – Send a link by email to the report in all output types.

See Also

Desktop Viewer