The Additional Reports fall into two main categories. They are either Case Reports showing one or more of the data items which relate to the whole Case, or they are Selection Reports showing fields from the current Selection. Some of the Selection Reports are Audit Reports allowing quick checks on specific data.

An example of a Case Report is the Stored Names Report and the reports on other look-ups used within the Case.

The fullest Selection Report is the Main Report which shows the contents of every user field for every Item in the current Selection, including the History and Text fields. Other reports are sub-sets of this full report, showing different permutations of fields in layouts appropriate to the fields which are reported upon. A Selection Report may or may not be based on a Bundle.

An example of an Audit Report is Selection - Audit - Undated Items which identifies Items which do not have anything in the Date field.

The default output is to a Microsoft Access report. You can choose additionally to create a report as HTML, in Microsoft Excel, in RTF (Rich Text Format) or as plain text. Some of the resulting permutations are unlikely to be of practical use - a report designed to be used in a spreadsheet which is instead sent as plain text may not be what you actually want - but it is easy to establish which ones work for your purposes.

The output is stored in a folder called \Reports. You can elect not to show the Reports, merely to save them for use later.

You can pick as many reports as you wish. In practice, your PC's resources may limit the number of reports which can be run in sequence.

The names of the built-in reports are self-explanatory. It is suggested that you click on each in turn until you find the options which most closely meet your needs. Bear in mind that:

 

See Also:

Introduction to Additional Reports

Exporting data from these reports

Commissioning your own reports