Previewing reports

Use the Preview section to view the complete, fully formatted report before exporting.

About this task

The preview reflects all current content, financial data, and style sheet formatting.

Procedure

  1. Open the project.
  2. In the section navigation panel, select Preview.
  3. If the preview has not been generated or content has changed since the last preview, click Update preview.
  4. Review the rendered report, including all sections, financial data, formatting, and narrative content.
  5. To include a table of contents in the exported report, enable the Table of contents toggle.

Results

The full report is displayed in the preview area.

What to do next

Important: The preview is not updated automatically when project content changes. Click Update preview each time you want to see the latest version of the report.
Note: When a project is locked, the Update preview button is disabled. Only the download options remain available for locked projects.