selecting, formatting, and printing a finished report……
TRANSCRIPT
Selecting, Formatting, and Printing a finished Report…….
Select the Finished Reports Wizard
Find your report on the list of finished reports
If your report is not listed check the Display Report Scheduler Status to see if another report is running ahead of your report
If there is another report running wait a few minutes and then check again
If you see your report name currently running, then you just need to wait until it finishes to view it
You may use the Refresh Report List to check to see if the report has finished and appears on the listing of finished reports
Overdue Notices
With your report selected you can select the following options
View: displays a document with the specified log and result selections
View log: when checked the results of the report will include the log.
View result: When this check box is selected, the primary text of the report appears. This check box should almost always be selected.
Format report: when checked, will apply the default formatting option such as report headers, spacing and page breaks.
In this report you have the option of limiting the selection to all, those with email addresses, and those who do not have email addresses.
You may change selections in the view properties screen
For printed reports like Overdues we will unselect log
PC Print: the application you have defined to print reports will launch
System Print: should not be used as it is for a system-wide printer
Review the remaining log, result, format and recipient settings
Email: sends a finished report to selected email addresses
You may change selections in the Email properties screen
Format report: when checked, this will apply the default formatting option such as report headers, spacing, and page breaks.
In this report you have the option of limiting the selection to all, those with email addresses, and those who do not have email addresses.
This selection does not create email lists for students
Add as many email addresses as you like then click Save.
Enter one or more valid email addresses above
Remove: permanently removes reports from the finished report list.
Ownership: assigns who is able to run or see this report – trying to change ownership under a Reporter login will result in an error message.
Close: will close the reports screen.
Please do not remove any reports as the System Administrator will do this on a
regular basis for you
Let’s look at the Change format option
Never change
• Character set table• Top margin• Bottom margin
In rare instances Page width may need to be changed
Page length may need to be changed if your report is not lining up correctly
Before you make any adjustments make sure that the settings in the application you have defined to print reports (MS Word 2003 & earlier) has the following page settings:
Portrait Left and Right Margins of .92 inch Top and Bottom Margins of 1 inch
Before printing the reports make sure that your reports are lining up correctly by using the Print Preview option in your printing application
This is found under the File menu in most applications
Notice the slight gap on the top of the page on the right
Looking a few pages forward (19-20) we can see the format problem even better
WE HAVE A PROBLEM…….
Changing the Page length is not done in the Format Page screen:
This screen only displays the default setup
To change the Page length we will need to go back to the start up properties screen to change the default setting
Choose the Report Session wizard found under the Common Tasks Wizard heading
Let’s try changing the default page length to 57
Let’s go back to the Finished Reports to see if this is the right setting
57
Let’s view ABC Overdue Notices
Since we are printing make sure View Log is unchecked for this report
Choose Change Format
We can now see that the page length has been changed to 57
Click OK
Let’s check our print preview
So far all looks good – let’s check pages 19-20 to make sure
All is still aligned properly, this looks like the right setting for this printer….
You may now print off the report
If this seems to be the correct setting for the majority of your reports, then I would suggest saving this default format.
Close the printing application program and close the Finished Reports wizard. Close Symphony. The software should now tell you that the Properties have changed and ask if you wish to save these settings. If you choose Yes, this will be the default format for this computer until you change it in the future.