Skip to main content

Reporting Options - How to configure the Print Options tab of a user report

The Print Options tab allows users to customize how the resulting generated Report will look in PDF or Excel output. Note, an "Excel" type of report will produce a (.xlsx) type of file. Report can be

Updated over 2 weeks ago

The Print Options tab allows users to customize how the resulting generated Report will look in PDF or Excel output. Note, an "Excel" type of report will produce a (.xlsx) type of file.

Report can be formatted to include:

  • Title

  • Page Orientation and Size

  • Font and Font Size

  • Margins

User Report Print Options Tab

In addition, each column can be formatted by Column Width, Group By, Sub Total, and Grand Total.

The Group By check box will group together the data in the column. Sub Totals and Grand Total amounts can be defined by MIN, MAX, FIRST, AVG, SUM, or COUNT.

Print Options Columns

Examples

An example of the report in PDF format, with a Title of Assignment Visa Service Order Summary.

mceclip5.png

An example of the report in Excel format, grouped by Service Order Status and column width of 2 inches for Service Order Type, Service Order Status and Service Order Vendor.

mceclip6.png

Things to Note

Did this answer your question?