Create a report

The quickest way to create a report is by using the “+” button on the reporting tab. This will show a popup menu of the available report types. Select “Standard Report”.

This will create a standard report with a number of items within it. The aspects of the report, such as title, and theme (the font used), can be changed as required.

The report as created, is linked to a note (id N1) and a person . These can be changed by double-clicking on them.

Items can be added, re-ordered, or removed from the report using the small buttons in the top-right corner of the report items grid.

Don’t forget to click the “Refresh” button on the report view so that you can see the report and after any changes made.

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