Managing Reports

Printing reports

You can print an entire report, the current page, or a set of pages that you specify. You can also print multiple reports.

Choose Print from the File menu to print individual reports or Print Multiple to print multiple reports. If you choose to do so, you can sequentially number all the pages across all the reports that you print together.

Both Financial Analyzer and Microsoft Windows® provide a wide range of printing options that let you adjust margins, create headers and footers, preview a document before printing, and so on.

Adding reports to folders

You can organize reports within folders so that users can locate them quickly and easily.

Choose Maintain Folders from the Tools menu to add a report to a folder. This opens the Maintain Folders dialog box, where you can select a folder and choose one or more reports to add.

Deleting reports

You can delete reports from your personal database.

Choose Delete from the File menu to delete a report. This opens the Delete dialog box, where you can select a report to delete.

As an administrator, you can also delete a report from the shared database so that users no longer have access to it. You delete the report from your personal database, and then distribute the structure with a Delete from System action, which deletes the structure from the shared database and from the personal databases of all of your users, including any administrators immediately below you in the reporting hierarchy.

Modifying reports

You can modify a report by making new selections for financial data items and dimension values. You can also add or remove formulas, change the report layout, and modify the formatting.

You can save a modified report under its current name, or under a new name.

Exporting report data to a file

You can extract data from your active report to a file so that you can import the data into another application, such as a spreadsheet.

Choose Export to File from the File menu to export report data. This opens the Export to File dialog box, where you can specify the file name, path, and export format.

The following formats are available:

• .txt -- Exports the data in text file format, in which labels and data values are separated by fixed-width tabs

• .csv (Comma delimited) -- Exports the data in Comma Separated Value format, in which labels and data values are separated by commas

• .xls (Microsoft Excel 95, 97, or 2000) -- Exports the data in the format for the specified version of Microsoft Excel

You can also specify whether to export to multiple worksheets or to a single worksheet.

Note: For an .xls export, you can select the version of Excel that is currently installed on your system or an earlier version. For example, if your current Excel installation is Excel '97, you can specify Excel '97 or Excel '95 formats, but you cannot specify Excel 2000 format.

Related information

For more information about managing reports, search for the following topics in the Financial Analyzer Help system:

"Adding Documents to Folders"

"Adding the Current Report to a Folder"

"Adding Multiple Documents to Folders"

"Deleting Reports."

"Deleting Structures from the System"

"Exporting Report Data to Other Applications."

"Printing Reports."