Running Quick Reports on the Current List

To run a report which contains the data displayed in the current list, click Quick Report in the Grid Actions group of the Home tab.

The Quick Report window is then displayed:

The window is used to select the template (a .repx file) to be used as the basis for the new report.

To select a template, first select the template location from the Look In drop-down:

These locations correspond to the following folders:

Product: %PDMSDFLTS%\Data\Reports

Project: %<PRJ>INFO%\Reports

User: %PDMSUSER%\Data\Reports

Select Browse… to look for layout templates in an alternative folder.

The templates supplied with the product are located in the Product folder.

Once a folder has been selected, the layout templates in that folder are listed in the Layout Template tab. Click on a template to view a preview of it.

To select a template and exit the window, click on it and then click Open.

The following message is displayed:

If Yes is selected, a new report is then created based on the selected template and displayed in Report Designer. Report Designer facilities can then be used to save, print and/or export the report.

If No is selected, a new report is created with the data source as the fields in the current list but without the layout as defined by the selected template applied. The user may then define the appearance of the new report using Report Designer facilities, and then save and/or export the report as required.

For further information on Report Designer, see the Reporting User Guide.