SS> Utilities> View Report

View Reports

Summary

 

NOTE: This topic applies only to organizations that install Springbrook on a local server. Springbrook Cloud users can ignore this topic.

The View Reports window is used to view any reports that have been generated in the application. When a report is generated, it is saved in PDF format in an archive file on the application server. For example, the UB Top Users report generated from the database in slot zero on 08/15/2019 would have the following path: ..\Springbrook0\Archive\Reports\2019\UB\Reports\2019-08-15-00001-UB-Top Users.pdf. You can use the View Reports window to locate, view and reprint reports that have been generated in the past, including billing statements.

 

You may want to set up Menu Security (SS> Security> Menu Security) on the View Reports window because it allows users to view any reports that have been generated in the past. For example, if you do not want a user to have access to Payroll reports, you may want to use Menu Security to restrict that user from being able to open the View Reports window.

 

You can also open up reports from the Jobs Viewer window (Jobs Viewer icon ) as they are generated.

 

Related Links

 

Click here for information on Menu Security.

Click here for information on the Jobs Viewer window.

 

Step by Step

 

1     Open the View Reports window (SS> Utilities> View Report).

 

2     Select the report to view. 

 

  • Click the View Report icon to browse to the Springbrook reports folder and open a report.
    • All reports are saved by year, module, palette option and generate date. Click through the folders to find the report you would like to view.
      • The report is saved in the year it was generated. For example, if you run a Trial Balance Report (GL> Reports> Trial Balance) for a previous fiscal year the report will be saved in the calendar year it was generated, not the fiscal year on the report.

 

3     Generate the report. 

 

  • Click the Print icon to print the full report.
    • You can also click the drop-down menu next to the icon to print just the current page of the report. The current page number is displayed at the bottom of the print window.
  • Click the Save icon to save the report to another location. This will save the report in PDF format at a selected path. For example, if you would like to save the report locally. Click the Save icon and then select the Desktop of your workstation as the path of the file.
  • Click the Back and Forward icons to move through the pages in the report. A page number will display at the bottom of each page. The First and Last icons can be used to jump to the first or last page of the report.
  • Click the Zoom In or Zoom Out icon and click on the report to change the magnification of the document.
    • The magnification drop-down menu can also be used to select a magnification level or to fit the report contents to the window. The value selected here will be set as the default magnification level until another level is selected.
  • The Search icon drop-down menu is used to search the open report for things such as account numbers or customer names.
    • Click the Search icon, enter the desired value in the search box, and use the Next and Previous buttons to search through the report.
  • The Revert to Pointer icon is used to return to the standard pointer after using the zoom controls.
  • The Send Form icon is used to send the open report to another Springbrook user.
    • Clicking this icon will open the Send Form window where the recipient, subject line and body text can be specified.
  • The Send PDF via Outlook icon is used to attach the selected PDF to an MS Outlook email. The report title will automatically populate the Subject line on the email.
  • Click the Exit icon when complete.