How to generate a report

Choosing a report

There are a variety of different reports you can print in Workbook.

This guide will show you how to generate a report in general.

To get started you have to find the right path for the given report you want to print. To see the paths for report, please see our List of all reports site.

If for instance you want to generate report 10: Status report , you have to be in the job book.

Here you can click the “Reports”-button in the upper right corner of the screen.

After clicking the button a menu will appear.

Here you can choose between all available reports, regarding the job book.

To print report 10, you must click on the drop-down menu and either search for report 10 or manually locate it via scrolling through the reports.

In our example the report we want to generate is in the top of the drop-down menu.

Criteria

After selecting the report, you get different to choose between different filters. These determines which data will be included in the generated report.

When the right filters have been marked you can now choose between different methods of generating the report.

Generating format

The different options as to generating a report is located in the top right side of the menu.

The different choices are to

  • View a pdf-file of the report in your browser
    • This will give you an uneditable view of the report in the format .pdf
  • View it as a excel file
    • This will give you the raw data from the database in a .xlsx file
  • Download it as a .rtf file locally, which then can be opened in Microsoft Word
  • Download the report locally on the computer as a .pdf.

Layout

In the bottom of the report menu, there is some settings as to which language, currency, layout and watermark should be in the report.

Normally there is no need for you to change these settings, as their are set to a default standard in the settings.

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