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Creating, saving and exporting 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 reports button (2) to select the type of report you require.

Confirm report choice

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 Confirm to proceed. You can also select a Direct print output option which in web client will result in a pdf of the report loaded in a new tab in your browser. Smart client users also have a quick print option.

If you only require the summary lines without detailed line listings, then deselect the 'Include detailed list where appropriate' option in the dialog.

Confirm report choice - reports with date options

Some report options allow you to specify a date range to use for data to include in the report. If the report you have selected requires a date range to be specified, an additional set of date range selectors will show on the report selector dialog. Typically you might be interested in new additions in the past few months or the last year for example. You can use the change range type button (1) to enter exact dates and times if you prefer.

The new report (smart client)

All new reports are created as temporary reports in the 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 different 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 or 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.

The new report (web client)

A similar report produced in the web client and showing as a pdf in a new browser tab. Use the browser pdf controls to navigate, zoom, print and save the report as required.

Reports list inside Flow360

All reports that have been stored within Flow360 (by re-naming them as above or by creating them in web client) are listed in your reports list. To view any of the reports again, click the relevant Goto button (1).

The reports card

When you view a new or saved report without using the direct or quick print options the report will be displayed in the reports card as in this example. From this card you can store the report as in internal document that can then be attached to other Flow360 objects such as a specific resource or a works order for instance. To do this, click the tick button (1) next to the 'store as document' label. The text on this label will change to 'stored as document' and you will be able to find the stored report in your documents list.

To export any report in pdf, Excel, Word or HTML formats, first select the required file type using the drop down selector (2), then click the Export button. For Excel and Word options, if you are accessing Flow360 through a web browser, the report will be downloaded to your browser's Downloads folder. If you choose pdf or HTML as the output then typically a new browser window or tab will be opened with the report loaded - from here you can save or print the report.

NOTE: HTML format reports can be opened in any web browser or in Excel or Word or any other programme that opens HTML files.