Output and Distribution tab settings

The Output and Distribution tab lets you specify the following report details:

• The output name for the report.

• The option to view the report after it is generated.

• The output locations in the report library and link locations. Management Reporter can publish links to generated reports in network locations or in SharePoint sites.

• The report formatting options and generate a report for duplicate accounts.

• The options for Microsoft Excel spreadsheets and XPS output.

This topic contains the following sections:

• Specify output name

• View report when generated

• Output locations

• Report options

• Microsoft Excel options

• XPS options

Specify output name

Type the name that will be assigned to the report after it is generated.

View report when generated

Select if you want your default viewer to open and show the report after it is generated.

Specify output locations

You can specify one report library and link location or have your report generated to multiple locations.

Generate to a single report library and link location

Browse and select the report library location and link location for your report.

Generate to a single report library and link location

1. In Report Designer, open the report definition to generate. Click the Output and Distribution tab.

2. In the Output name field, enter a name for the report after it is generated. This name does not have to be the same as the report definition name.

3. To view the report in Web Viewer after it is generated, select the View report when generated check box.

4. Select Generate to a single report library and link location. Click to browse to a library destination for the generated report. The library must already exist.

   Note

   To change the default location for report links, go to Tools, select Options, and modify the locations in the Default settings area.

5. To add a SharePoint or network location, click in the link location box and type a path, or click to browse to a link location.

6. Select the options to include in the report under the appropriate output heading. For more information, see the “Report viewing options” section in Generate a report.

Generate to multiple report library and link locations

Click Select to search for a report library location. Click Add to type the report library location in the Report Library Location field. To remove a location, select it, and then click Remove.

Generate to multiple report library and link locations

1. In Report Designer, open the report definition to generate. Click the Output and Distribution tab.

2. In the Output name field, enter a name for the report after it is generated. This name does not have to be the same as the report definition name.

3. To view the report in Web Viewer after it is generated, select the View report when generated check box.

4. Select Generate to multiple report library locations.

5. Click in the Report Library Location pane. To type one or more library locations, click Add to enter edit mode, and type the path in the pane. The library must already exist. To exit edit mode, click the Esc key. To search for and select another library location, click Select. The Select Report Library Location dialog box opens. Select a folder and then click OK. To remove a location from the list, select a location, and then click Remove.

   Note

   If you are using Windows XP, you must type the address of the destination folder.

   Note

   To change the default location for report links, go to Tools, select Options, and then modify the locations in the Default settings area.

6. To add a link location, click Add, and in the Related Report Link Location box, type the path to the SharePoint or network location. Click Browse to search for a location. To remove a location, select it, and then click Remove.

   Tip

   If you select Generate to multiple report library locations, enter a path in the Related Report Link Location box, and then decide that you want to select Generate to a single report library and link location, you must click the Esc key to exit the edit mode. You can then select the radio button for a single library and link location.

7. Select the options to include in the report under the appropriate output heading.

Indicate report options

The following table describes the options that are available for all report output types.

Option	Description
Include headers and footers	Select to insert the header and footer information that you configure on the Headers and Footers tab of a report definition.
Include format rows	Select to insert the row definition rows (DES, LFT, RGT, and CEN) in the report. If a row is blank, it is considered a format row and will not be printed, unless Include format rows is selected. By default, this option is selected. Note If this option is selected and the Include underscore rows option is also selected, the printed report might display duplicate underscores under the final total rows.
Include underscore rows	Select to insert underscore rows and double underscore rows in the report.
Report duplicate accounts or dimensions	Select to generate an exception report that shows duplicate financial data accounts.

Microsoft Excel options

The Microsoft Excel output type opens a report as an Excel spreadsheet. To view reports in Microsoft Excel, you must have Microsoft Excel 2007 or newer installed on your computer. For more information, see Management Reporter and Microsoft Excel.

The following table describes the options that are available for reports that are opened in Microsoft Excel format.

Option	Description
Include fonts and shading	Formats the report by using the fonts and shading that you used in the report building blocks and in the report definition on the Headers and Footers tab. For example, if you added shading or font colors to heading text, this option includes that formatting in the Excel spreadsheet.
Generate to a single worksheet	Generates the whole report, which includes reporting trees and drill down reports, to a single worksheet.
Include comments	Generates the whole report and includes any comments that are attached to the report.
Include formulas	Generates the whole report, including any TOT row formulas that are included in the report. For specific information about exporting reports with formulas to Excel, see Export a report in Desktop Viewer.

XPS options

The XPS output type opens a report in a read-only format. To view a report in XPS, you must have the Microsoft XPS Viewer installed. For more information, see Management Reporter and XPS.

The following table describes the options that are available for reports that are opened in XPS format.

Options	Description
Include bookmarks	For every unit of the associated tree that is included in the XPS file, a bookmark will be defined in the XPS file.
Include column and page breaks	Inserts column breaks and page breaks into the report.
Include comments	Generates the whole report and includes any comments that are attached to the report.
Column width	Specifies the width of the column, in characters.
Wrap text	If the text in a column exceeds the number of characters specified in the column width, this options wraps the text to keep all of the text in the column. If the Autofit option is selected, this option is not available.
Autofit	Automatically adjusts the width of the columns to fit the cell content.

See Also

Report tab settings

Headers and Footers tab settings

Settings tab settings