Reporting Form Overview

You can use this form to print, email, download, and archive reports, among other things.

Tabs

The Reporting form includes the following tabs:

Reports Tab — Use this tab to select a report type, set its options, restrict the records included, filter, and save settings, among other things.

Archived Reports Tab — Use this tab to view, preview, print, and download archived reports or distribute them via email.

Current Activity Tab — Use this tab to view the current status of report servers and report activity.

What do you want to do?

To display the Reporting Form from Projects:

On the Navigation menu, click Projects » Projects.
Select a report that is linked to a schedule and click Schedule Analysis in the toolbar.
On the Schedule Analysis toolbar, click Print » Print Current Record.

To display the Reporting Form from Reports:

On the Navigation menu, click Reports.
Click the report category to display: Cost Analysis, Workflow, Progress or Schedule.
When the Reporting form displays, select Current Activity tab.

The Reporting Form displays in the right pane.

Toolbar