Viewing Report Binders

When you generate a report binder, it is output in one zipped file. The ZIP file name is the name that you specified for the Report Binder. The report pages are merged into an HTML report, with page breaks for sections as required, so the report can be printed with a print command. If you choose to include transaction detail, then full transaction records are included following each reconciliation summary. If you choose to include attachments, a separate attachment appendix, containing links to attachments, is created, which you can print separately. Attachments are downloaded to separate folders.

If you saved the report binder as a ZIP file, you can extract everything from the ZIP, which creates a directory structure with the same name as the report binder. You can see the report binder by opening the HTML page in the directory.

The report page contains this information:

• Account Name

• Warnings

• Balance Summary

• Additional Properties

• Workflow

• History

• Questions

• Attachments

• Comments

To view report binders:

1. Navigate to the directory in which you downloaded the ZIP file, and double-click the file.
2. Extract the ZIP files to the desired directory.
3. Navigate to that directory and locate the subdirectory that matches the ZIP file name.
4. From the subdirectory, double-click Index.html to view the report binder.