Preview a Report

After you completed the design of a Report Template, you can generate a preview of how it will look.

  1. At the Report Template Editor Interface, click Preview icon .

  2. At the Preview Report for template window, select a Salesforce record from the dropdown to use as a sample.

  3. To generate the preview, click Select. The preview window appears showing what the report will look like.

Callouts for Preview Interface
Figure 1. Template Editor Preview
Table 1. Template Editor Preview Callouts
Callout Name Description

1

Hide thumbnails

Shows or Hides the thumbnail view.

2

Preview name

Internally generated name for the preview.

3

Thumbnail

Page thumbnail

4

Navigation controls

Page Count

Current Page out of total number of pages. If the report has multiple pages, the second number shows the total number of pages in the preview.

Zoom controls

Buttons to increase or decrease the zoom of the preview. The default zoom is in 100%.

Fit to Page

Fits the entire preview so you can see the whole page.

Rotate

Rotates the page counterclockwise (right to left).

5

Type

Shows the object type that is used for the report.

6

Download / Print / More

Download

Click to download the preview as a PDF. Change the filename and choose the location then click Save.

Print

Click to send the report to a connected printer.

More

You can:

  • See a two-page view of the report

  • Toggle on or off annotations

  • Present the report full screen

  • View the document properties

7

Preview

Shows the preview of the report.

8

Version Number

Shows the version number for the report viewer.

9

Edit

Displays a mini preview of the signature block (if there is one.)

10

Cancel / Create

Cancel – cancels the preview and returns to the Report Template Editor.
Create – attaches a PDF to the Notes & Attachments section of the Job in FieldFX Back Office