Creating Reports

Many ICPAM modules include a Report feature. The following example describes how to create an Events report.

Step 1    Open the desired module (in this example the Events module) by selecting it from the Start Page or from the Module menu.

Step 2    Click the Report... button in the toolbar. This opens the Report Generation dialog box.

   

The following items are shown in the following table.

Type

Description

Title

The title of the report.

Include

Depending on the type of objects in the report (event, badge, personnel record, and so on.), there may be additional details that are to be included in the report. If so, these will be available as check boxes. For example, in a report of personnel records, checking the Badges option will include a list of badges assigned to each person.

Group by

If this option is set to something other than [None], the items in the report will be grouped by the specified property, with a header for each group.

Format

·         Record-style: displays the data similarly to the layout of an address book, and in a portrait (vertical) view.

·         Table-style: displays the data in a grid layout, similar to a spreadsheet, and in a landscape (horizontal) view.

Viewing Options

·         Open in report: Opens the report with an integrated report .

·         Save as document: Saves the report as PDF document, Excel spreadsheet, OpenDocument Text, Text (tab-delimited), HTML, and OpenDocument Spreadsheet.

·         Open as document: Allows you to open the report in a number of formats, including PDF document, Excel spreadsheet, OpenDocument Text, Text (tab-delimited), HTML, and OpenDocument Spreadsheet.

Step 3   Choose the desired options, and then click OK to save or open the report. This may take a moment, depending on the size and complexity of the report. The following example shows a report in PDF format from the Events module.

events_report.jpg

 

 

See also:

Toolbar Features

Using Filters