Use this window to preview, print or save a report. It opens any time you view a report in MoneyLine. To learn more about the specific information contained in each report, see the Reports topic in this manual.

Preview

You can preview a report printout or pdf by clicking the Preview button.

Print Ctrl+P

You can print a report by clicking the Print button.

Save Ctrl+S

You can save a report as a PDF or CSV file by clicking the Save button selecting Save as PDF or Save as CSV, and then choosing the location on your computer to save the report to.

Email Ctrl+E

You can email a report as a PDF file by clicking the Email button. Note that you may need to set up your email settings on the Other tab of Options.

Fax

You can send a report by Fax as a PDF file by clicking the Fax button. Note that you may need to set up your fax settings on the Other tab of Options.