Paper and margins
On the Page tab of the ribbon, in the Page Setup group:
- Margins with preset margins and Custom Margins…,
- Orientation — portrait or landscape,
- Size with the usual paper sizes and More Paper Sizes….
The base types under New Report start in the US Letter format, in portrait orientation and with inches as the unit of measurement; the templates are A4 landscape. So first set a new design to Size A4 and, for wide tables, to landscape. Then select the report and, under Properties, set Measure Units to Tenths of a Millimeter; the rulers and all measurements follow.
Watermark and page color
Page › Watermark places a text such as “DRAFT” or an image behind or in front of the content of every page, Page › Page Color colors the background. In the design, View › Show › Watermark displays the watermark.
Page number and date
The Page Info control shows information about the document. Usually, you put it in the PageFooter and, under Properties, choose at Page Information:
| Value | Shows | Text Format String, example |
|---|---|---|
| "Current of Total" Page Numbers | the page and the number of pages | Page {0} of {1} |
| Page Number | the page | Page {0} |
| Page Count | the number of pages | {0} pages |
| Current Date and Time | when the report was run | Created on {0:dd.MM.yyyy HH:mm} |
| User Name | the Windows account that runs the report | {0} |
The date and time are those of the computer that runs the report — for automatic reports, those of the server.
The preview
Preview at the top right of the ribbon runs the design with the data of your contact center. First, the Parameters pane asks for the period, skills and the other parameters; Submit runs the report. Long periods take correspondingly long — the report runs on your own computer.
The ribbon of the preview pages through and zooms, searches for text (Find), shows thumbnails of the pages (Thumbnails) and shows and hides the parameters pane with Parameters.
Exporting and printing
In the preview:
- Export To saves the calculated report as a PDF, HTML, MHT, RTF, DOCX, XLS, XLSX, CSV, text or image file; each format has options, for PDF for example the page range and password protection.
- E-Mail As creates a new message in the email program with the report as an attachment.
- Print prints with a choice of printer, Quick Print prints without a prompt.
The server exports automatic reports itself, in the format of the appointment — see Automatic reports. The options you choose in the preview do not apply to them.
Report gallery
The Report Gallery is a store for building blocks that you need in several designs — a header with logo and period, a totals row, a chart, a style:
- Storing: Select controls, a band or styles, then right-click › Add to Gallery.
- Applying: Drag from the gallery into a band, or apply a stored band or report with Apply Layout to Band or Apply Layout to Report.