Investment Account Manager will initially show reports in a page preview version for your review, providing the report without the need for actually printing the report.
While in the preview mode, you can change the magnification level by clicking on the drop down arrow to pick a setting. Reports can also be exported in a wide variety of formats including spreadsheet and pdf.
Depending on the report, while in preview mode users can left double-click on a report detail line to 'drill down' to show the individual records for the issue. Another useful tip while in preview mode is the ability to lock report headings for scrolling data.
