| Preview Window | 
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While a report is being processed, the page number of each page being processed will be displayed in the lower left-hand corner of the Preview window. The report name will be shown on the title bar of the Preview window. Thereport width can be seen by right-clicking in the Preview window and selectingReport Info. If no information is selected for the report, a blank Preview window is opened. The message "Nothing Printed" will be shown in the lower left-hand corner of the window, making it easy to see that no information was selected.
You can use the scroll bars to reposition the report in the Preview window. Various keystrokes are also available to reposition the report within the window when focus is on the body of the report. To place focus on the body of the report, click anywhere on it.
Multiple Preview windows can be open or minimized at the same time. The font used in the Preview window is the same font specified for the designated Windows printer. The Preview window includes drill-down editing capabilities.
The following functions are available when previewing a report:
| Close | The Close button or Esc closes the Preview window. The Close button is available only when a report has finished processing. |
| Stop |
The Stop button pauses report processing. You will be asked to confirm that you want to stop processing the report. Click Yes if you want to abort the print job; otherwise click No if you want to resume processing. If you click Yes to abort the print job, the Preview window remains open; however, processing of the report cannot be resumed. The Stop button is available only while the report is processing. Once the entire report is available in the Preview window, the Stop button will be dimmed and the Close button becomes available. |
| Search | The Search button or Ctrl+F opens a search toolbar allowing you to search forward or backward for specified text. The Search button is available after the report has finished processing or after using the Stop button to abort the report processing. After clicking Search, the following search options will be shown at the top of the Preview window: |
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Click on the areas of the image shown above where |
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| The Print button or Ctrl+P displays the Print from Preview Window dialog box, thereby allowing the current page, all pages or a range of pages to be printed, saved to a disk file, or sent to the Tabs3 DropBox. The Print button is available after the report has finished processing or after using the Stop button to abort the report processing. |
appears for additional help.
Note: The Print button is not available when previewing Tabs3 Billing statements when the Individual PDFs for each Statement check box is selected, or when previewing checks, labels or 1099 forms from Trust or AP.
Excel Note: When selecting the Print option from the Preview window and saving to an Excel file, the generated file will be output the same as it appears in the Preview window, including page breaks, page numbers, and continuation page headings. This information is not included when selecting to save to an Excel file directly from the Print dialog box.
Email Statements Note: When selecting the Print option from the Preview window, "Note: Copy of Email only statement." will be printed in the footer of a Final statement for Bill To contacts that are only receiving an email statement. This line only appears when printed from the Preview window.
| Zoom | The Zoom button displays the Zoom dialog box, allowing you to control how large or small a report appears in the Preview window. You can enlarge the display to make the report easier to read, or reduce the display in order to view the entire report width. | |
| Zoom Controls |
Use the keyboard and scroll function of your mouse to zoom reports instantly.
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| Refresh | The Refresh button or the F5 key reprocesses the report and redisplays it in the same position within the Preview window. This feature is particularly useful after editing a transaction via the drill-down feature. Pressing Refresh will reprocess the report and reflect any edits made. (Note: This function is not available for all reports.) | |
| Ctrl+F5 | The Ctrl+F5 keystroke repaints the report without reprocessing it and redisplays it in the same position within the Preview window. Occasionally, when scrolling back and forth quickly through a long report, minor alignment problems may become visible. Pressing Ctrl+F5 will quickly redraw the report in its current position, thus eliminating any minor alignment issues in the displayed report. | |
Note: When a preview includes bitmap images, the images may not look as good in the Preview window as they do when printed. The preview window is designed to provide a quick preview of the printed page; to do so, high resolution bitmaps are rendered in lower resolution on the screen. When printed, the full resolution bitmap will be used. For additional information about issues printing bitmap images, refer to Knowledge Base Article R10934, “Troubleshooting Bitmap Errors.”
Many reports in the software have drill-down editing capabilities when displayed in a Preview window. When you mouse over a drill-down field, it will be highlighted in yellow. Clicking this field will open the appropriate window for that field, allowing you to view or edit the record. For example, if you preview a draft statement and want to edit a transaction, simply click on the transaction. After saving the change and closing the data entry window, you will be returned to the Preview window. Clicking theRefresh button (or pressing F5) will update the report to reflect the change you just made.
For a complete list of reports that have drill-down fields, refer to Knowledge Base Article R10646, “Drill-Down Features in the Software.”
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