How to Print a Report

Concept

A number of reports and exports are available within each Argos Module menu. The details of these reports are available as separate documents.

Timing

This will depend on the report. Some reports must be run at the month end, and others can be run as required.

See the relevant report details for the timing requirements.

Access

1. Any Print or Export Menu Option       
   
2.  from some dialogs – no parameter or output options are given
   

Dialog

The report and export dialogs are split into 2 sections

Report / Export Parameters

The report parameters are used to determine:

1. Report Order – A report order is selected from the combo box. This determines the order in which the report data will be presented.
2. Parameter Fields –The report parameters are used to restrict / filter the report so that the report contains only the required information.
   

E.g. Fixed Loan New Contracts Report

The report parameters would be entered as below:

The required output of the report is a list of the new accounts opened in September 2014, where the application was received via the company website.

Output Options

There are two different reporting frameworks used in the system

Depending on the report selected, you will be presented with one of the following output options:

'Crystal' Report

Output Options	Explanation
Output to Printer	Click if the report is to be output directly to the default printer This may be clicked in conjunction with export options so the report may be sent directly to the printer as well as being exported to a file
No Copies	This is the number of copies to be printed if 'Output to Printer' is click on
Export Format	The options for this are: Crystal Report The export will be created as a crystal report file which can be viewed using the Crystal Report Viewer Application. (This is a third party product which is not supplied by Argos) Excel 5 The export will be created as an Excel 5 spreadsheet Html The Export will be created as an HTML file which can be viewed via the web None No export file is created
File Folder	[F2] to browse for a folder in which the exported file will be stored Once the correct folder is located click  to copy the folder and path back into the report options file folder
Filename Prefix	This is the prefix of the exported file For example, LeAssSoldRep may be the prefix for the export file created from the Lease Asset Sold Report dialog
Filename Date	This date will be added on to the report filename prefix  [F2] to call the date builder to use a dynamic date in this field For example, you may always want this date to be todays date, use the date builder to specify todays date. Save it in a preset. Every time you load the preset, this date will default to the current days date.
Date Format	This is the format of the date to be attached to the file name The options are: DDMMYY The date will include day, month and year i.e. 010825 MMYY The date will include month and year i.e. 0825 This is for reports that are run on a monthly basis None No date will be added to the filename For example if the Lease Asset Sold report is run for month end, the filename prefix may be set to 'LeAddSoldRpt' The date build may be set to used the Lease Month end date, which will automatically change for each month The Date format may be set to MMYY This will create a file name of 'LeAssSoldRpt0825' where the Lease month end is to to 31/08/25
Resulting Filename	This will display the location and filename generated using the above fields This is where the file will be saved

Export

Output Options	Explanation
Export Format	The options for this are: Tab Delimited This format is usually used when the export will be imported into another system CSV The export will be generated as a CSV file, which may then be accessed using Microsoft Excel None No export file is created

'Dev Express' Report

Output Options	Explanation
View Report	Selecting the 'View Report' option will open the resulting report in the Report Preview dialog The preview dialog provides a number of options to configure; print and export report (see section below on the Report Preview dialog)
Print Report	Selecting the 'Print Report' option will send the resulting report to the default printer set up on the workstation and will print the number of specified copies With this option the report is not shown on screen
Create Communication	This option allows for the report to be created as a PDF communication file attachment, rather than a report file The advantage of this option is that client based reports such as account summaries and account statements can be bulk emailed using the dispatch center Note: If the option is disabled on the report parameters dialog then it is not available for the report
Export Report	Selecting the 'Export Report' option allows the user to create an electronic file of the resulting report will all formatting, grouping and headings The user can select  the format of the file and the location and filename This allows the file to be saved in PDF for future reference or Excel formats for manipulation of the data With this option the report is not shown on screen Currently the export options are: PDF Excel (.xls) Excel 2007+ (.xlsx) The file name and path must also be entered so the file can be exported and saved Note: Ensure that you use the correct Excel format in accordance with the Microsoft Office version
Export Report Data	This option allows the raw report data to be exported to a .csv file which can then be used as a data source In most instances, additional columns of data will be included, and can be useful for custom reporting or interfacing with a third party application (for example, an Excel pivot table) Notes: With this option the report is not shown on screen If the option is disabled on the report parameters dialog, then it is not available for the report

Dev Express Report File Options

Available when the report is output to view screen

Button	Function	Explanation
	Search	Allows the user to enter text and search the report for matches
	Open Preview File	If a report has been saved using the 'Save' option the resulting preview file can be opened and viewed
	Save Preview File	Allows the report to be saved in the native XtraReport Preview file format (.prnx) We recommend the export functions are used in preference to this
	Print	Prints the report allowing the user to select the printer that will be used and the pages to be printed
	Quick Print	Print the report using the default printer set up on the workstation
	Page Setup	Allow paper type, margins and orientation to be changed
	Scale	Allows the report scale to be altered This can change the font size to force the report to the specified size as a percentage, or force the report to a specified number of pages
	Hand Tool	Selecting this option alters the cursor to a 'hand' icon which allows the report to be moved around within the preview window
	Magnifier	Selecting this option alters the cursor to a 'magnifying glass' icon When clicked it will either zoom in or out on the selected location
	Zoom Out	Clicking will reduce the zoom percentage
	Zoom	Enter a percentage to zoom to that scale
	Zoom In	Clicking will increase the zoom percentage
	First Page	Return to page 1
	Previous Page	Go back one page
	Next Page	Go forward one page
	Last Page	Go to the last page of the report
	Multiple Pages	User can select the number of pages which are visible within the preview dialog at once
	Background Colour	Allows the colour of the background to be altered
	Watermark	Allows a text or image watermark to be applied to the report
	Export Document	Export the report to the various file formats
	Email Document as Attachment	Saves the file in the selected format then opens default email client with the file as an attachment
	Close	Close the Preview dialog

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