Creating and saving reports
Creating a scheduled tasks report
This example shows you how to create a scheduled tasks report from any maintenance tab list.
Start by filtering the records if necessary to show the set or sub-set of records that you want to report on (1). (see the section on filters for more details).
Then click the print / reports button (2) to select the type of report you require.
Confirm type of report
The drop down list will give you a list of options for the type of records you are currently viewing. Select the option you require and click OK to proceed.
The new report
All new reports are created as temporary reports in teh first instance - to store a report for later review within Flow360 simply change the title to something meaningful (1). It is useful to also enter a summary to remind yourself what the report was about or why it was created (2). The date the report was generated is automatically entered (3) and the filter criteria that were used to generate the report are contained at the top of the report itself (4).
There is no need to save reports outside Flow360 unless you specifically require them in a different format at that time - once they are stored in Flow360 they can be recalled whenever you like.
If you do need to save the report in a differenct format outside Flow360, then click one of the report format buttons at the top of the list (5). The most universally useful are the html of pdf formats.
Enter a new file name
Give your report a name, complete with extension i.e. report.html or report.pdf or report.xls depending on the type of report you selected.
Reports list inside Flow360
All reports that have been stored within Flow360 (by re-naming them as above) are listed in your reports list. To view any of the reports again, click the relevant Goto button (1).