Using the Reports Panel

This topic describes how to work with the Reports panels.

To access the Reports panel:

ยท     Click the View tab and select Reports from the Panels section. The Reports panel opens.

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The Reports panel has the following elements:

Element

Name

Description

Report Selector

Select reports from the dropdown list.

Display Options

Select the sub-set of the chart data to be used for building your report. See Creating Reports.

Print Report

Print the displayed report.

Print Preview

Preview how the currently displayed report looks when printed.

Page Setup

Change the page settings.

Copy Report

Copy the report contents to the Clipboard.

Send Report to Excel

Export the current report to an Excel spreadsheet.

Manage Reports

Add, modify or delete reports.

Edit Current Report

Modify the displayed report.

Identify Fields

Identify fields defined in your project with OrgPlus predefined fields. See Identifying Fields for more information.