Report Preview window toolbar options

The following table lists the options that are available on the Report Preview window toolbar.

Icon

Name

Function

icon_print.png

Print

Prints the report to the selected printer or to the MYOB PDF Manager if it is installed.

See Printing financial statements.

icon_document_map.png

Document Map

Launches the Document Map pane which lists the contents of the financial statements. Click the heading to quickly navigate to a particular section in the financial statements.

icon_first_page.png

First page

Go to the first page of the financial statement.

icon_previous_page.png

Previous page

Go to the previous page of the financial statement.

icon_next_page.png

Next page

Go to the next page of the financial statement.

icon_last_page.png

Last page

Go to the last page of the financial statement.

icon_zoom_out.png

Zoom out

Click to zoom out.

icon_zoom.png

Zoom

Select a pre-defined zoom ratio or view the entire page width, entire text width, the whole page or two pages.

icon_zoom_in.png

Zoom in

Select to zoom in.

icon_report_options.png

Report Options

Click to edit the Report Options.

See Configuring report options.

icon_refresh_preview.png

Refresh Preview

Click to regenerate the report. Changes made to the client’s balances or client configuration will be reflected in the report preview.

ReportPreview_PageBreakIcon.png

Page break

Counts the number of manual page breaks inserted into a financial statement. You can also remove all manual page breaks.

See Adding and removing manual page breaks.

icon_export_document.png

Export document

Export the financial statements as a PDF, Microsoft Word or Excel document.

See Exporting financial statements.

icon_send_via_email.png

Send via email

Email the financial statements as a PDF, Microsoft Word or Excel file attachment.

See Emailing financial statements.

icon_share_it.png

Share It

Export the financial statements to Docu­ment Manager as a PDF file or, if you don’t have Document Manager, save the finan­cial statement in your client’s assigned folder. Directly publish the financial state­ment to your MYOB Portal by selecting the appropriate option.

See Adding financial statements to Document Manager and Sharing financial statements.

SR_icon_InsertItem.png

Add item

Add a file to a report.

See Adding a file to a report.