Best Practices, Limitations, and FAQs for Printing Dynamic Reports
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Best Practices, Limitations, and FAQs for Printing Dynamic Reports
- 3 Minutes to read
- Print
- DarkLight
- PDF
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Best Practices
Follow these best practices to achieve the desired print output:
Preview the output after configuring the Print Setup before printing.
Adjust the Scaling and Margins settings in the Print Setup based on the report size. The number of rows and columns in a report always impacts the print output.
To prevent headers from overlapping with report lines during printing, the default top margin in Print Setup is set to 3.5 inches.
The Delete all extra rows and columns option is selected for existing Dynamic Reports. Macros used for Excel output need to be re-adjusted manually.
Limitations
In the Print Setup for dynamic reports, if you apply the Fit To option using the 1 x 1 or 1 x 2 configuration and the report has more than 9 columns, the header and footer are likely to be improperly aligned in the PDF output. This also applies to Excel output when the Header & Footer Display setting is set to Header & Footer section.
FAQs
What can I configure using the Print Setup functionality?
The Print Setup window allows you to set various parameters for printing dynamic reports or report sets. You can configure paper size, quality, scaling options, orientation, page order, margins, and other printing preferences.
How do I select the paper size and quality for printing?
In the Paper settings, you can choose from options like Letter, Tabloid, Ledger, Legal, Statement, A3, A4, and A5 for paper size. For quality, select from 300 dpi or 600 dpi depending on the desired print quality.
What is Scaling, and how does it affect the print output?
The Scaling settings determine how the report content spreads across pages. Adjust to set the percentage of the page the report covers (e.g., 10% or 100%). Fit to specify the number of pages wide and tall for printing the report content.
How should I choose between Adjust to and Fit to options?
Adjust to is suitable when the report has fewer columns, while Fit to is ideal for reports with numerous columns. Adjusting these settings ensures clarity and proper content display in the print output.
How do Orientation settings impact printing?
Orientation (Portrait or Landscape) affects the layout of the printed page. Portrait accommodates more rows, while landscape suits reports with more columns. If there are any report sets, select Page Breaks considering the orientation.
Why is the report downloaded in Excel open in the Page Layout view instead of the normal view? Also, why aren't my headers or footers aligning correctly?
Page Layout view is designed to enhance the visibility of header and footer details.
If you select Rows in the Header & Footer Display settings, the report will open in Excel's normal view instead.
Even if you define the header and footer alignment in the settings, the print output aligns with the layout of the PDF, not the in-app report view.
It is recommended to preview the output and verify the alignment of headers and footers before printing.
If you have configured margins in the Print Setup window, the alignment of headers and footers depends on the Top, Bottom, Right, and Left margin values.
To learn more about how margins affect alignment, click here.
Can I customize headers, footers, and other options in the print output?
Yes, you can include gridlines, repeat row/column headers, add document titles, page numbers, sheet names, and control other display options based on your printing requirements.
What is the default top margin in Print Setup?
The 3.5-inch top margin is set to prevent headers from overlapping with report lines when printing.
What are the Print Setup limitations when applying the Fit to option with 1 x 1 or 1 x 2 configuration in the Dynamic Report with more than 9 columns?
When the Fit to option with 1 x 1 or 1 x 2 configuration is applied with more than 9 columns, the header and footer might become misaligned in the PDF output. This scenario also applies to Excel output configured with the header and footer settings. If the footer is not visible in the print preview, attempt to increase the right margin until the footer becomes visible.
How does the Page Break option in Report Sets interact with various print settings?
The Page Break option (column O) in Report Sets operates uniquely based on the report's print settings. It's essential to note that page breaks might not function correctly if the report's print settings are configured to the Fit to option. In such cases, the workaround is to select the Adjust to option for proper page break functionality.
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