Setting Report Page, Print, and Export Defaults

Set your page setup, print, and export defaults for reports. The options you select on the Print Options window are applied to the selected report when you use the Print Preview, Quick Print, and Quick Export features in Reports Manager. You can override the print options settings for a single print job from the Print Preview window. See Printing Reports or Exporting Reports for more information.

To set your default report options, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Reports Manager under Reports.
2. Select a report in the grid.
3. Click Print Options in the Options group on the Home tab.
4. Do any of the following:
   • Set page options.
   • Click Page and select from the following:

   Component	Description
   Watermark	Lists the watermarks set up for your firm. Select a watermark from the list or enter another watermark of up to 35 characters in length. If you enter your own watermark, it is not saved in the firm's list of watermarks.
   Preview magnification	Lists magnification values for previewing reports. Select a value from the list or enter another value. Percentages must be between 25% and 500%.
   Cover pages	Sets the cover page print order, if included. Cover pages are set up in Report Options. See Setting Cover Page Options for more information.
   Margins	Sets the margin size in inches. Enter a value between 0 and the page width measurement. Note: Margins set using Print Options are not applied in the default Print Preview display. Margin settings are applied when reports are printed or when viewed in Print Layout mode. Click on the Print Preview toolbar to preview your margin settings.

   • Set print options.
   • Click Print and select from the following:

   Component	Description
   Printer	Lists all your installed printers. Select a printer as your default for the selected report.
   Number of copies	Indicates the default number of report copies to print. Enter any number between 1 and 9999.
   Collate	Orders multiple report copies in proper numerical sequence, providing your printer software supports this option.
   Duplex	Prints reports on both sides of a page, providing your printer software supports this option.
   Print without background color	Select to remove background shading for groupings and subtotals. Note: If you use a black and white printer, shading may print too dark to easily read data.

   • Set export options.
   • Click Export and select from the following:

   Component	Description
   Folder path	Indicates the location on your machine or network to store files exported from Reports Manager. Enter or browse to an existing folder path.
   File type	Lists the available formats that can be used to create an export file.
   File name	Displays a system-defined file name. Accept the default or enter another file name. The convention for the default file name is <report or group name><space><yyyymmddhhmm>, where yyyymmddhhmm represents the year, month, day, hour, and minutes.

5. Click OK to save your changes.