Create Reports with Predefined Queries

To generate a report spreadsheet by exporting data from predefined database queries, select either the Export > Database to Excel option from File tab menu or the Database To Excel option from the Reports group of Home tab.

A Save As dialog is then displayed. Specify the name and location of the spreadsheet to be generated.

The Select reports dialog is then displayed.

The dialog includes a checkbox for each predefined database query. For each query to be used to generate a report, make sure that the appropriate checkbox is checked.

To check or uncheck all the checkboxes, right-click and click on the required menu from the menu that is then displayed.

Queries whose names end in "_NOTES" produce reports that include the note text of items.

A number of predefined queries are supplied with the database. Users may define additional queries in the database if required. If a new query is created, its name must be in the following format: "EXCEL_<QueryName>".

Whether or not such user-defined queries are to be available for selection when generating a report is specified on the Excel Reports tab of the Options dialog.

Click OK. The report spreadsheet is then generated. A separate report sheet in the spreadsheet will display the results of each selected query.

Note that the Excel template used when generating the report spreadsheet is specified on the Excel Reports tab of the Options dialog. If no template is specified on this tab, a default template is used.

Whether or not the width of columns in the report spreadsheets is to be automatically adjusted to the width of the data they contain is also set on this tab.