User manual

Table Of Contents
who it was assigned by and the due date and time. The list view report is
available for all form types except for Meeting Minutes. Only the detail
view is available for Meeting Minutes.
Details view This report contains the most critical information about
the form. For example, the details view of an RFI contains the actual
question and answer from within the form.
Generating a report about the correspondence for a project is different from
generating a list view or details view of a correspondence log. In a
correspondence report for a project, you can see the open items and who they
are assigned to. Whereas a report about an individual correspondence log
provides you with specific details about all items within a log (open and
closed).
See also:
Dashboard Overview (page 275)
Step 1: Define Project Data (page 260)
Viewing, Printing, Saving and Exporting Reports (page 337)
Viewing, Printing, Saving and Exporting
Reports
In the report viewer you can view, print, save, and export reports.
1 You can launch a report from the Reports menu: at the top of your
dashboard, click the reports menu. Select the report that you want to
view from the drop-down menu. Following is an example:
2 The report is displayed in a separate window. If you want to view a
different report click the Select Report drop-down list at the top of the
window and choose another report.
Working with Reports | 337