Creating and Printing Reports

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Creating and Printing Reports

The following procedure shows how to generate and print reports in PDQ Deploy. You can print the active panel and grid in the console or several different prebuilt reports with different report profiles that vary based on report type. There are two report types with customizable report profiles: Deployment Details and Schedule Details. Pro or Enterprise mode is required in order to edit and create customized report profiles. For details about the built-in reports and report profiles, see Built-in Reports and Profiles. For information about customizing report profiles, see Customizing Report Profiles.

To create a PDQ Deploy report:

1.In the Main Console window, navigate to and select the package, deployment, schedule, or item in the tree that you want to report on, then do one of the following:

Click Print Preview on the toolbar (or click File > Print Preview or press Ctrl+P).

Click Reports on the toolbar (or click the Reports menu), then select Report > Profile.

The available report and profile options depend on where you are and what is selected in the interface. For detailed information about built-in reports and report profiles, see Built-in Reports and Profiles.

2.(Optional) In the Print Preview window, change the selected profile.

You can change the profile you want to use in Print Preview window. The available Profile options depend on the report selected or where you are and what you select in PDQ Deploy console. For detailed information about built-in reports and report profiles, see Built-in Reports and Profiles.

3.(Optional) To edit an existing Report Profile, create a new profile, or delete a profile, click Edit, Add, or Delete. Profiles can only be modified when you click on Reports to open the Print Preview window. (Pro or Enterprise mode required.)

For information about editing and creating report profiles, see Customizing Report Profiles.

4.(Optional) To better view the contents and layout of a report, you can change the scale of the report preview with the Preview Scale commands and resize the Print Preview window.

5.(Conditional) To view other pages of a multi-page report, use the page navigation controls.

6.(Optional) To modify the appearance and layout of the report, click one or more of the following:

Command

Icon

Description

Page Setup

Opens the Page Setup window.

Choose paper size, orientation, color or grayscale, and set margins.

Scale

Opens the Scale dialog.

Sets the size of the printed document.

Watermark

Opens the Watermark window.

Add a text or picture watermark in the background or foreground, and specify which pages include the watermark.

You can also edit the report header and footer globally in Preferences > Printing.

7.When you are satisfied with the report contents and format, you can use one of the following output options:

Command

Icon

Description

Print

Opens the Print window.

Select or find a printer, set print parameters (pages to print and number of copies), set preferences, and print.

Quick Print

Prints the entire report using current print settings.

Export

Exports the document in the file format chosen from the drop-down list. Additional options are available for each export format.

For a list of available formats, see the Export Formats table below.

Export Formats

Select from the following export formats:

Option

Format

Description

PDF

Portable Document (.pdf)

Adobe Acrobat file format for viewing in Adobe Reader.

HTML

Web Page (.html)

HTML format for viewing documents in web browsers.

MHT

Web Archive (.mht)

Web page saved as a single file including additional resources such as images.

RTF

Rich Text (.rtf)

Cross-platform document interchange format that most word processors can read and write. Retains formatting information and images.

XLS

Excel 97–2003 Workbook (.xls)

Spreadsheet file format for Excel 97–2003.

XLSX

Excel Workbook (.xlsx)

Default XML-based spreadsheet file format for Excel 2007-2013.

CSV

Comma Separated Values (.csv)

Comma-delimited text file for use in database and spreadsheet programs.

Text

Plain Text (.txt)

Simple text only format.

Image

Image

Bitmap file formats (PNG, BMP, EMF, WMF, GIF, JPEG, TIFF).

 

 

 

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