When you create a report from a data list view, you can send it to a printer, or export it to a spreadsheet file that you can e-mail or view.
Before you export the report, you can use the Report Setup dialog to choose which columns to include and customize the appearance of all the elements of the printed page.
To display the Report Setup dialog:
Create a dashboard, standard, or data list report.
Search for and select the report in the Job Queue.
From the Output menu, choose Page Setup.
To set the appearance of page elements:
In the Report Setup dialog, first select the element you want to design (header, headings, body, etc.); then do any or all of the following:
Click in the Text Color box to select a color.
Select 'Left,' 'Center,' or 'Right' justification.
Click Font, and select the desired font, size, and style attributes in the Environment Font dialog.
To make long lines wrap to the next line, check Wrap Text.
To save these settings as the default values for future page designs, click Save.
Click Apply to make your selection active and return to the Report Setup dialog.
To set the page margins:
To choose columns to include in the report:
Once youʼve selected the records you want to include and created the report, you can send the list to a printer, a Microsoft Excel spreadsheet file, or an e-mail recipient:
To preview the report before you print it:
The print preview replaces the data list, in the same window. The Preview tool bar contains buttons that let you scroll through the report, go directly to the first or last page, print the report, or export it to another program or disk file. (These commands are also available from the Preview menu.) The tool bar also contains a sizing box for enlarging or reducing the report image within the window.
Note: Column widths arenít adjustable in preview mode.
Note: It may happen that Manager fails with an error when you attempt to print or preview a report. To resolve this problem:
Close and restart Manager.
From the File menu, choose Printer Setup.
In the Printer Setup dialog, choose a larger Paper Size (e.g., 'Letter').
To print the report while youíre in preview mode, click the printer icon on the Peview tool bar (or choose Print from the Preview menu). To leave preview mode and return to the data list display, choose Close from the Preview menu, or from the right-click menu.
To print the report:
From the Output menu, choose Print Selected.
Manager prints the report to your default system printer. To change printers or printer options, choose Print Setup from the File menu. You can also customize the appearance of printed reports with the Page Setup command.
To export the report to a spreadsheet:
From the Output menu (or the right-click menu), choose Open Selected in Excel.
To send the report by e-mail:
You can attach the spreadsheet (.xml) file to an e-mail message.
From the Output menu or the right-click menu, choose Email Selected (or click the Email Selected button on the tool bar).
In your e-mail client program, fill in the addressee and subject information and send as usual.
If you donʼt have a default Windows e-mail client, or would prefer not to use it, you can elect to have reports sent by Managerʼs built-in e-mail utility.
To use the built-in client, open Managerʼs Preferences dialog and check the box Use Active Club Manager Email Client for Reports.
↑ Reports from list views
Formatting and printing