Generating Reports

 

Quick Reports

 

A Quick Report is a fast and easy way to create an SA Report of either a single object or multiple objects, when using Composite Quick Re- port.

 

Creating a Quick Report

To create a Quick Report of a single item, right-click the item of interest in the tree and select Generate Quick Report. An SA Report of the object will be created and saved in the tree.

Creating a Composite Quick Report

A Composite Quick Report provides a fast way to create an SA Report of several items. A Composite Report can be generated for an entire job file from the menu Reports>Composite Report - All Collections, created by right-clicking on an individual collection in the tree or by selecting a single category in the tree. In each case you can select Composite

 

Quick Report to generate a report including the items in the selected category.

To exclude or include individual item from a Composite Quick Report, simply right-click the respective item in the tree and toggle the Include in Composite Quick Report check box.

 

Reporting User Settings


There are a number User Option settings that can be applied to control the way in which reports are generated. These are found on the Reporting Tab.

 

Default Report Template

Any SA Report in a job file can be set as a report template. When this is done, the content from the template is copied as a beginning point for the new report. This can also be done by simply right-clicking on an SA Report and selecting Default Template.

Quick Report Output

Quick Reports can be generated as either Excel files, SA Reports or SA documents. You can also choose from the following options: