Reports FAQ

Q: I’m trying to run a report but when I click the PDF button, nothing happens?

A: You need to allow pop-ups in your browser settings.

Mac
Safari: Open the ‘Safari’ menu and choose ‘Preferences’.  Select ‘Security’ and untick ‘Block pop-up windows’.
Firefox: Open the ‘Firefox’ menu and choose ‘Preferences’.  Select ‘Content’ and untick ‘Block pop-up windows’.

PC
Internet Explorer: Click Internet Options on the Tools menu to open the Internet Properties dialogue box. Click the Privacy tab, and click to clear Block pop-ups to turn Pop-up Blocker off.
Chrome: If pop-ups have been blocked, you’ll see the blocked pop-up alert icon in the address bar. Click the icon to see a list of the blocked pop-ups.
Firefox: When blocking a pop-up, Firefox displays an information bar and this icon pop-up-icon-win in the location bar.

Q: The report does not load correctly and appear as I thought after clicking the PDF button?

A: A PDF reader (for example, Adobe Reader) must be installed on your computer in order for reports to appear correctly. Here is a link for you to download Adobe Reader if necessary. After installing a PDF reader, you can then change the way PDF’s open in WorkBook via changing some of the browser settings. For example, within Firefox, you can go into Options/Applications then choose if you want a PDF to open as a preview in Firefox, open using Adobe Acrobat in a new Firefox window or export directly to Adobe Reader.

firefox PDF settings

Q: I’m trying to run a report but the print icon is grey?

A: There are either no reports available on the page you are currently viewing or you have a wrong report profile attached to your user.
See this help article on how report profiles work.

Q: I’m trying to run a report but not all jobs/customers appear to be in the report output?

A: It’s usually because most reports are only outputting data according to what jobs/customers are currently visible in the list.

You need to make sure that you select all job statuses and All in the job groups list, as seen below.

This makes the reporting system very flexible as you can filter each report to output data exactly to what is visible in the list.

 

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