The Report Generator allows a user to create reports from any group, with unlimited access. Reports can be previewed, printed or exported to Excel, Word, PDF, ASCII text and other document and image types.
When accessing the Report Generator through the Switchboard, more reporting options are available than with the Print icon in any given module. If in a module the only Group that is shown is based on the module definition (see: Setup/Property Setup/Information). |
See Setup/Report Groups and Selection Parameters for more information regarding how to set up the groups and customize the reports.
The fields are further defined:
Fields |
Description |
---|---|
Export Button |
Used to export the report to a file that can be saved to a computer for future access. |
Preview Button |
Select to preview the information that would be sent to the printer. |
Refresh Button |
Select to refresh the information on the screen, including setting the parameters to their default values. |
Groups |
Select the report group for the reports you want to print. |
Report |
Select the report you want to print. |
Company |
You can select All or specific properties to print at the same time. |
Community |
Based on the companies selected, you can select to print specific communities within each property. |
Parameters |
Displays the parameters to be selected from the selected report. |
To set-up groups, add/import reports to groups and to modify/select parameters, see Setup/Report Groups and Selection Parameters. |