Vista Plus Information Center
Functional Frequently Asked Questions
General FAQs
| Functional FAQs |
Can I download all or part of a report, if yes how?
Can I e-mail all or part of a report?
What is an index and how is it used?
How do I search multiple reports?
Can I restrict my search to report generations within a date range?
What are “Wildcards", when and how are they used?
When I attempt to print my document I set it to print landscape and it prints portrait, why?
TransVue Overview
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TransVue files are files which have been captured into Vista Plus in their native format, meaning the application used to create the file.
You open TransVue files like any other report generation, however to open these files, the native application, in this case Microsoft Excel
must be on the desktop; you can then use any of the application features with the TransVue file including saving a copy on your desktop.
TransVue files do not open in the Vista Plus report viewer window.
Can I download all or part of a report, if yes how?
The Web View download function lets you save an entire report or a selected range of pages in a file for use in other applications.
You can save report data in five different formats--ASCII Text (.txt), Comma Delimited (.csv), Data Interchange Format (.dif), Symbolic Link or SYLK (.slk), and Adobe Acrobat PDF (.pdf).
Use the SYLK format to download to Excel; the Excel format itself is not available.
Since PDF is a common destination format, a separate button is also available for downloading to PDF. To download a report to PDF so you can print it locally, use the Print button.
You must have at least Distribute permission for the report to download a generation.
HOW?
Locate and open the desired report generation. It will open in the Vista Plus report viewer window, unless it is a TransVue file.
You can “tag” desired pages by clicking the
button.. When a report contains tagged pages they are automatically entered in the Pages field of the download pane.
To download as a .csv or .slk file the report generation must have columns. See Create Columns
When you are ready to download click the download
button.
Name your file and select the file type; if necessary update the Page range; select the desired options. Options are enabled based on the file type selection.
You have the option of creating a link which you can then use to either open or save the downloaded file. If you don't create the link, the file will either be opened directly in a browser window or you will be asked if you want to save or open the file; this behavior is controlled by your browser and operating system settings. If the file is opened automatically, you will be able to use the Save As option in the application to save it.
Can I e-mail all or part of a report?
View the report generation you want to send.
In the report viewer toolbar, click the
E-mail Shortcut button
An e-mail message will open with the report name and generation ID in the subject and a link to the URL for the generation in the body of the message.
Use your e-mail program to address and send the message; you can modify the subject and body text. However, if you change the link, the recipient will not be able to open the generation.
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What is an index and how is it used?
An index is a marked area of a Vista Plus report page. Indexes are created by the Vista Plus Administrator
They can be used to focus searches. They allow you to define an area, column, or label on report pages so you can narrow a search to just that part of a report. Indexes can increase search speed, and can also be used by Vista Plus Administrators to define page security.
A global index lets you search multiple reports at the same time for the same value or values. A global index generally exists in two or more reports; it must have exactly the same name in each report. For example index name “divdept” (division department) can be defined to two or more reports that have this field. You could then search for a value such as 100-33000 using the global index “divdept”. The search results will bring back a list of all report generations having a global index of “divdept” and the value 100-33000.
Global Index’s are created by the Vista Plus Administrator.
How do I search multiple reports?
To search multiple reports use a global index.
Can I restrict my search to report generations within a date range?
Yes. When searching for a specific generation you can choose what date range to limit your search to by choosing “Which Generation” in the search criteria window.
What are “Wildcards”; when and how are they used?
Wildcards are used during searches and take the place of one or more characters in the search value.
Types of searches: text; generation; region; index; report generation; to view matches in the Search Results window; and Viewing Matches in Subreports
There are two wildcard characters:
Asterisk (*)
You can substitute an asterisk for one or more characters (part of a word or an entire word) in a search value. This allows you to find all the text that matches your entry, with any characters in place of the *. For example, to find employee names beginning with L, search for L*. Or, to find values beginning with the word Total, such as Total Value, Total Forecast, and Total Actual, enter Total * as the search value.
Question Mark (?)
You can use a question mark for any single character, except a space, in a search value. This allows you to find all words that differ from each other by one letter. For example, to find instances of both gray and grey in a report, enter gr?y as the search value.
We do not recommend using wildcards in whole word searches when the search string has more than one word. The results are unpredictable. |
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When I attempt to print my document I set it to print landscape and it prints portrait. Why?
After you click on the print button a print window will open.
On the “Print” window - under the heading “Page Handling”, if “Auto-Rotate and Center” is checked, de-select it. This should allow your Printing properties to now dictate if your document prints landscape or portrait.
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