Generating Report Binders

The Generate Report Binder dialog box enables you to specify the parameters needed to create a report. When you open a schedule in a view and run Generate Report Binder, the report binder is applied to the current view and incorporates only the tasks within the current filtered view.

The report binder is generated and returned through the browser as a document. When you run Generate Report Binder, you have the option to open it immediately or to save it to disk as a ZIP file.

  To generate a report binder:

  1. Open a schedule in a Task List, Gantt, or Calendar view.

  2. Optional: Apply filters to reduce the number of displayed tasks.

  3. Perform an action:

    • From the main menu, select Tools, then Generate Report Binder.

    • From the main menu, click Generate Report Binder.

    • Select Manage Schedules, highlight the schedule, select Actions, and then Generate Report Binder.

  4. In Report Binder Name, enter a name.

  5. In Description, enter a binder description.

    For Schedule Name, the system automatically displays the name of the current schedule.

  6. From Optional Components, select the task components that you want to display in the report:

    • Alerts

    • Comments

    • Attachments

    Note:

    Including attachments in the report greatly increases the size of the report and may impact the performance.

  7. Click Generate.

  8. From File Download, select Save.

    The Save As dialog box is displayed, and the ZIP file name is displayed at the bottom.

  9. Select a directory for the ZIP file, click Save, then Close.