Pro Cloud v534 Release Notes - 2/18/20

Modified on: 2020-02-12 11:31:54 -0500


New Reporting Features

 

Viewing, printing, and sharing reports has gotten easier. Design Manager reports now open in your web browser as a PDF file type for an even better user experience. 


View a Report

To view a report, click on the Run Report button. The report will open in a tab of your default web browser as a PDF file. You can view, download, or print the report from there. Your browser now controls these functions.


Chrome browser view of report:


Email a Report

To Email your report - after running the report, select the Email Last Report Run option.

A window will appear with the link to the last report run attached. Enter the email address and optionally a message.  Then select Send.


Copy a Report Link

If you choose the Copy Link of Last Report Run option, the link will be copied to your clipboard.  You can paste it into any web browser to open it, or add it to an email to send to another user or a client.


Download an Excel or Document Report File

To export a report to Excel or Rich Text Format (Document Format), select the Run Report drop down. Then select your Export option. 

The file can be found wherever your downloaded items typically save (you may even see your web browser open and see the file being downloaded).


Chrome browser view of an exported report:




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