When you create a report in Wyn Enterprise, you must preview it in the Report Viewer to verify the final output of your report. The Report Viewer has numerous built-in features that enable you to print or export a report, zoom in or out of a report, search for any text or numbers in a report, navigate between the report pages, ability to save filters for reports which define the value of parameters, and more. All these features are useful when previewing a report in the Viewer and are briefly explained later in this topic.

To Preview a Report

Following are the different ways to view your report output in Wyn Enterprise.

Method 1

Under the Documents section on the portal, click the Preview button against the report whose output you want to see in the Report Viewer.

If you want to reload the report or preview the report in a new window, use the Reload or Preview Report in New Window button, respectively.

Method 2

In the Report Designer, click the Preview button to generate the report output in the Viewer.

Saving the Filters

You can save the filters for reports which define the value of the parameters. These filters can be used as quick settings for the parameters when previewing the reports. Instead of defining the parameters every time, you can use these preset filters to match the filters that were used in the preview.

Steps to save/manage the filters

1. Under the Documents section on the portal, click the Preview button against the report whose output you want to see in the Report Viewer.

   

   Report preview is displayed.

2. If the report has the parameters, then select the parameters and click Preview.

   

3. Click the Expand toolbar, and then click Filters option.

   

4. Select the Save Current Data Filter.. option.

   Save New Data Filter dialog pop-up is displayed.

   

5. Enter the details and click Save, to save the filters.

   The saved filter is now listed in the list.

   

You can then use these filters as quick settings for the parameters when previewing the reports.

Viewer Toolbar

The following table lists the actions you can perform through the Viewer toolbar.

Toolbar Element	Name	Description
	First Page	Navigates to the first page of the report.
	Previous Page	Navigates to the previous pages in the report.
	Next Page	Navigates to the following pages in the report.
	Last Page	Navigates to the last page of the report.
	Refresh	Refreshes the report to check for any new modifications or updates.
	Cancel	Cancels the report rendering.
	Back to Parent	Returns to the parent report in a drill-through page report.
	Go Back	Takes Viewer to the previous view in the Viewer history.
	Go Forward	Takes the Viewer one step forward in the Viewer history.
	Move Tool	Allows to move a selection or an entire page by moving the mouse.
	Zoom Out	Decreases the magnification of the report.
	100%	Displays the current zoom percentage. Allows you to select from the available zoom options - Zoom In, Zoom Out, 100%, Fit to Page and Fit to Width.
	Zoom In	Increases the magnification of the report.
	Expand toolbar	To view more options on the toolbar.
	Toggle Fullscreen	Displays the report in fullscreen mode, hiding the entire UI.
	Print	Displays the Print dialog to specify printing options.
	Email	Emails the report to the designated email address(es) in the specified export format.
	Single Page View	Shows one page at a time in the Viewer.
	Continuous View	Shows all preview pages one below the other.
	Galley	Displays report in a single scrollable page.
	Filters	Gives the ability to save filters for reports which define the value of the parameters.
	Search	Allows you to search for text with match-case and whole-word search options.
	Export	Allows you to export to PDF, Excel, Word (docx), CSV, HTML, PNG, TXT, and JSON formats.
	Expand or Collapse	Expands or collapses the sidebar panel for Search and Export options.

Email Report From the Preview Page

You can send the previewed report to email by using the Email option of the viewer.

Steps to Email a report:

1. Preview the desired report in the viewer.

   Report preview is displayed.

   

2. On the Preview page, click the Email icon on the viewer toolbar.

   OR
   

   You can, click the Export icon on the viewer toolbar and select Delivery Type as Email.

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   Delivery and Export sections are displayed.

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3. Enter the relevant information (Email To, Reply To, Subject, Body, Export Format), and then click Send to Email to send the mail.

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Note: Under the Export section, the Advanced Settings check box is not checked by default. You can check this checkbox to view and add the advanced settings.