Viewing reports

When you generate a report, you can choose one of the following output types:

Output Type Results
Document (pdf) or Document w/Page Break (pdf) Displays the report in another browser window using Adobe® Acrobat® Reader. You can use the Acrobat Reader options to print a report, save it as a file, navigate within the pages of a report, or search for text within the report. For more information, see the Acrobat Reader Guide (accessible from the Help menu within Acrobat Reader).
Browser (html) Allows you to generate a report if you do not have Adobe® Acrobat® Reader. You can print this report in the HTML format.
Spreadsheet (xls) Allows you to view a report in a spreadsheet application, such as Microsoft® Excel. You can use the spreadsheet options to print, save, or further analyze the data.

Each report format includes a menu bar at the top of the window that allows you to print, save as, close, etc.

To view a PDF report

  1. Generate a report. For more information, see Generating reports.
  2. In the report window, you can do any of the following:
  3. Select File, Close from the menu bar to close the report window.

    Tip
    You can leave the report window open and switch back to the main Treasury Passport window and generate another report. Each report replaces the previous one in the report window.

To view an HTML report

  1. Generate a report. For more information, see Generating reports.
  2. To print the report, select File, Print from the menu bar.
  3. Select File, Close from the menu bar to close the report window.

To view an XLS report

  1. Generate a report. For more information, see Generating reports.
  2. For File Download, select Open this file from its current location (allows you to preview the report).
    Note:
    If you choose to Save this file to disk (to open in your spreadsheet application), you must use the options in your spreadsheet application to print, save and close.
  3. Click OK.
    Note:
    If you are using Netscape, the Microsoft® Excel application starts and displays the spreadsheet. If you are using Internet Explorer, the spreadsheet displays in your browser.
  4. To print the spreadsheet, select File, Print from the menu bar.
  5. Select File, Close from the menu bar to close the report window.
Creating custom reports
Generating reports