Viewer

Overview

Whenever you preview reports, statements or invoices in CORE from any screen, CORE displays them as a PDF or in a viewer providing you with various options.

Toolbar Descriptions

How To

Navigate Reports and Invoices

Print Reports and Invoices

Email Reports and Invoices

Export Reports and Invoices

Search Reports and Invoices

Toolbar Descriptions

Tool Name Tool Description
Viewer Toolbar >
View Document Map toggle-group-tree.png This toggle button shows or hides the tree structure of a report on the left. It helps in navigating to the specific areas of a report. Click add.png to open any tree and jump to that section of the report.
Export Options export_options_icon.png Enables you view a report or an invoice as a PDF, an Excel spreadsheet, a Word document or a .CSV spreadsheet. The CSV format allows you to use the report data for aggregation and charting in Microsoft Excel or any other spreadsheet program. You can save the report or invoice in the required format at any location.
Email email.png Allows you to email a report or an invoice in the PDF, Excel or Word format. It opens the Email screen with the file attachment.
Current Page

You can also enter a page number in the Current Page box to jump to a specific page of a report or an invoice.

next.png or last.png

next.png or last.png is used to move to the Next Page or Last Page of the report or an invoice. You can click previous.png or first.png to move to the Previous Page or First Page.

Page Up/Down

If you prefer using the keyboard, scroll page-by-page through the report or an invoice using the Page Up/Down keys. You can also use the keyboard arrows to scroll vertically and horizontally on a page.

 

Navigate Reports and Invoices

There are various options available in the viewer to navigate reports and invoices. Some of the options are specific to the content being viewed, whether it is a report or an invoice.

To navigate a report (or an invoice) in CORE, watch this video or follow these steps:

  1. Open a report or an invoice from any CORE screen. It displays in the viewer.

    viewer_navigate.png

  2. Click toggle-group-tree.png on the tool bar at the top to display a tree structure of the report. Check Field Descriptions above for details.
  3. Click add.png to open any tree and jump to that section of the report.
  4. You can also enter a page number in the Current Page box to jump to a specific page of the report or an invoice.
  5. Click next.png or last.png to move to the Next Page or Last Page of the report or an invoice. You can click previous.png or first.png to move to the Previous Page or First Page.
  6. If you prefer using the keyboard, scroll page-by-page through the report or an invoice using the Page Up/Down keys. You can also use the keyboard arrows to scroll vertically and horizontally on a page.

Print Reports and Invoices

To print a report or an invoice, watch this video or follow these steps:

  1. Open a report or an invoice from any CORE screen. It displays in the viewer.

    viewer_print.png

  2. Click the Print Report icon on the tool bar to open the report in the PDF viewer from where you can download or print it.
  3. Alternatively, right-click on the page and select Print.
  4. In both cases, select the printer options, properties, print range and copies to print.

    viewer_print2.png

  5. Click Print.

Email Reports and Invoices

To email a report or an invoice from CORE, watch this video or follow these steps:

  1. Open a report or an invoice from any CORE screen. It displays in the viewer.
  2. Click email.png on the tool bar at the top to email the report or an invoice as a PDF, Word, CSV or Excel file. Check Field Descriptions above for details.

    Viewer_email.png

  3. You can accept the standard email message (from Settings or User Settings) or enter a new one.
  4. Similarly, accept the predefined subject or enter a new one.
  5. Click Add Attachments at the bottom if you want to attach any files to the bill. You can also drag-and-drop any file into the Compose Email window from your desktop or email program. Then click Email.

If the email is sent to an address that is no longer working, there is a bounce-back email sent to let you know about this. You can also check the detailed video on emailing in CORE.

Note: You cannot remove the default or system attachments. Only user-defined attachments can be added or removed. CORE restricts the file size of the attachments to 10 MB and sends the attachments as a single zipped file.

Export Reports and Invoices

CORE allows you to export reports and invoices to other formats such as PDF, Word, Excel or CSV. The Export feature for Excel handles numeric and currency fields. You can use the Excel output to create summary columns or add your own formula in case of selected reports like Contract Analysis, Account Transactions, and Profit & Loss reports.

To export a report or an invoice in CORE, watch this video or follow these steps:

  1. Open a report or an invoice from any CORE screen. It displays in the viewer.
  2. Click export_options_icon.png on the tool bar at the top to open and export a report or an invoice to another format (PDF, Word, Excel or CSV). Check Field Descriptions above for details.

    viewer_export.png

  3. An export file is created and saved on your system at the default download location, say your desktop. Click to open the file.

Search Reports and Invoices

To search for any text on a report or an invoice, watch this video or follow these steps:

  1. Open a report or an invoice from any CORE screen. It displays in the viewer.
  2. Click global-search.png on the tool bar at the top. 

    viewer_search.png

  3. Enter the search term in the search box.
  4. Click Find global-search.png or Find Next next.png to go to the highlighted search term on the page.
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