Generating Reports

When you open the Reports window, there is a list of types of reports. You select the type that you want, fill in the criteria options, and then decide whether you want to generate the report immediately, or save the criteria as a report template.

To Access Reports

1. Do one of the following:

   • From the tool bar, click the Reports button.

   • From the Tools menu, choose Reports.

     The Reports window opens.

     

2. Select one of the report types.

3. From the tool bar of the Reports window, click the New button.

   A Report Editor window opens where you choose the criteria to create the new report. Each report type opens a different Report Editor window.

4. Type a unique name for the new report and an optional, free-text description.

5. Choose the relevant criteria.

6. Do one of the following:

   • Click Report.

     A report is displayed in a Report Result window. The columns of this window differ between the types of reports.

   • Click Save.

     The report criteria are saved as a template, under the report type. Select the report template and click Report to get current results, as often as you like.