You have the option to create bespoke Reports so you and/or your Clients can have an accurate way to keep track of the work being done in the system.
The system contains a built-in Report Writer to enable you to create the Reports that you need.
Go to the Menu option, Tools > Reporting.
To view the results of a Report simply single-click on the Report name.
| Icon | Description |
List |  | View the list of Folders that contain your Reports. |
Search |  | Search for a specific Report, this is a fuzzy match search so it will bring up all Reports that contain what you searched. |
New Report |  | Create a new Report Writer report. |
Define Dates | 
| To add a specific date range to Reports that include &STARTDATE and &ENDDATE. |
SQL Report | 
| Create a new SQL Report. Depending on the Global setting this option may be hidden. Please speak to Customer Success Support should you need a SQL Report. |
Manage Folders | 
| Create and Delete Folders. All folders that do not include a Report will be hidden from the list. |
Assign Folder | 
| Allocate Reports to different folders. Hold Ctrl and click the Report to affect multiple Reports at once. |
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Download CSV/Excel File | 
| Runs the Report and creates a CSV/Excel file. Displays the standard Windows dialog to Open or Save the file. |
Download XML File | 
| Runs the Report and creates an XML file. Displays the standard Windows dialog to Open or Save the file. |
Download Zip | 
| Runs the Report and creates a Zip file. Displays the standard Windows dialog to Open or Save the file. |
Graph | 
| Runs the Report and shows the results as a bar chart. Only applicable to Summary Reports. |
 | Runs and Prints the Report. | |
| The option to email the Report. It will either use default formatting or a document if assigned. It will show a dialog with options for Email To, Subject, From Address and From Name. | |
Duplicate |  | Copy the Report definition to create a similar Report. |
Edit |  | Edit the report. |