- When a plan is open, choose File > Print Reports.
- Select the desired print options in the Print Reports dialog.
- Click the Preview button.
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Use the buttons and fields at the top of the Report Preview dialog to preview the report pages. Some of the buttons and fields are described in the following list.
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Layout drop-down list: Select a layout to change the appearance of all pages in the report. Pages will print as they appear in the Report Preview dialog.
Note: The <Tax Projection> layout is optimized to print the Tax Projection Report. However, any layout can be selected to print with any report.
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Page drop-down list: Select a report to view that page.
Tips:
- If you included the Allocations Detail statement in the options you selected in the previous step, the statement will be listed at the bottom of the list of pages.
- If you included plan comments in the options you selected in the previous step, the comments will appear on the last page of the report.
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When you are finished previewing reports, click one of the following buttons.
- - Prints all pages.
- - Prints the current page.
- - Closes the Report Preview dialog without printing.
Note: If you included plan comments in the options you selected in step 2, the comments will appear in a second Report Preview dialog after you click the Close button.
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