Create a Quick Report

  1. Go to System Tools > Exports & Reports > Quick Queries and select Quick Reports.

  2. On the Quick Reports screen, select Create New and complete the fields shown on the screen:

    Field Description
    Name Enter the name of your report.
    Category
    Select a Category from the dropdown. If required, choose the Category label to add new categories on the Lookup Table.
    Password If required, enter a password to protect your file.
    Type of Output
    Select the type of report you want to create (Excel or PDF) from the dropdown.
    If you select Excel as the Type of Output, each query displays in a separate sheet in the report. You can label these sheets in the Excel Sheet Name field.
    Coversheet Select this box to add a coversheet to your report.
    Snapshot Select this indicator to save a record of dates and times when this report is run.
    Query Choose one or more Quick Queries to include in your report.

  3. Once complete, Save your report.

  1. Selecting Save returns you to the Quick Reports main screen. Your new report displays in the list.