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Report Settings: Preview
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| Dynamic |
Client Portal |
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This setting allows you to see what the PDF report table will look like with the selected columns added.
You can use this setting to help troubleshoot column width-related rendering errors or to get an idea of what the columns you've added will look like in the theme.
Preview doesn't include your real data, so some longer names may not fit even if it looks good in Preview.
This setting is not available for dynamic reports.
To hide the preview, clear the Preview check box.
To see the preview, select the Preview check box. Preview updates live as you add columns to Selected columns.
| Preview selected |
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A sample of the PDF report table is displayed. |
Performance Reports
Holdings Reports
Transaction Reports
The following pages are related to this option:
