Getting Started

Getting Started

The reporting feature appears on the instance list context menu.

 

Notice the two new menu item at the bottom of the context menu:

Export List (Microsoft Excel)

Generate a report. There is currently no report template available (and arrow will be displayed next to this menu item if there are templates available)

The current output format is Microsoft Excel document as indicated in the menu item.

Export Settings & Tools

Allows end-users to choose output format & manage their templates.

 

A click on the “Export List (Microsoft Excel)” will export the instance list entries to an Excel document without using any template (default formatting will be applied).

 

Now change the output format to PDF:

 

Reopen the context menu:

 

 

Notice that the Export List menu item now indicates that the current output format is PDF, and it can either generate Portrait or Landscape pages in the resulting PDF document.