Tag Archives: excel

Viewing & Printing Reports

Report Formats

ReportFormat

There are three formats for viewing reports. After selecting your preferred format and applying any filters, click ‘Preview Report’ to view and/or print the report.

 PDF

This is the default view. When this option is chosen, a new tab or window pops up with the report in PDF format. You can save the file and print from here. If nothing happens when you click ‘Preview Report’, you may have to change your pop-up blocker settings. Find out more here.

Staff Report in PDF
Staff Report in PDF

You might also want to make sure that you have the latest version of Adobe Acrobat Reader installed; the free software can be downloaded here.

Report Viewer

When this option is selected, the report will pop up as a web page in a new tab or window. In some cases, you will have the the option to sort columns. From this screen, you can export the report to PDF or to an Excel spreadsheet formatted exactly as it is on the screen. Some reports feature custom sorting in Report Viewer mode. If you see two small arrows next to a column header, you can click to sort the report by that column.

Staff Contact Report in Report Viewer
Staff Contact Report in Report Viewer

If nothing happens when you click ‘Preview Report’, check to see if you have your pop-up blocker activated. If so, you will need change your pop-up blocker settings. Find out more here.

Excel (data)

Report data is exported to an Excel spreadsheet in columnar format. This is useful if you want to manipulate data, merge information from multiple reports, or use this data to create your own report. If you select Excel (data) as your format, ChildWare will export the information in the report directly into an Excel worksheet in columnar format. You may receive one of the messages show below after clicking ‘Preview Report’. Click ‘Open’, ‘Ok’, or ‘Yes’ as appropriate.

Excel Prompts
Excel Prompts

The report will open in Excel. The system defaults to Microsoft Excel 2003 for the convenience of users with older versions of the software.

Staff Contact Report in Excel
Staff Contact Report in Excel