Working with Report Lists

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The Report Listing offers a number of options.  Right-click in the Data Area to view the options menu:

 

rightclick menu

 

Save List to file

 

To save the currently displayed report listing:

 

1.Right-click in the Data Area of the screen.
2.Select "Save As..." from the subsequent menu.
3.Navigate to the location in which the file is to be saved, select the appropriate file type from the drop-down list and set a filename.
4.Click Save.

 

 

Edit Displayed Data

 

Edit Displayed Data allows the customisation of information presented on the report listing.

 

To add fields to a view:

 

1.Right-click in the Data Area.
2.Select "Edit Displayed Data" from the subsequent menu.
3.The Customization box will open:

       

       customization

 

4.Drag the required field name from the Customization box to the header bar on the report list.
5.Repeat as required and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. 

       

To remove fields from a view:

 

1.Right-click in the Data Area.
2.Select "Edit Displayed Data" from the subsequent menu.
3.The Customization box will open.  Drag the field name to be removed  away from its position.  As soon as a cross appears on the field name, release the mouse key.  The field will be removed from the screen and will instead be listed in the Customization box.
4.Repeat as required and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data.

 

Email list to...

 

To email the currently displayed report listing:

 

1.Right-click in the Data Area.
2.Select "Email list to..." from the subsequent menu.
3.Input the email address of the recipient(s) in the blank email which opens.
4.Add a subject line and any necessary message.
5.Click Send Message.  The report listing will be sent as an attachment to the email.

 

View a selected report

 

To view a report displayed on the listing either:

 

•double-click on the required report, or
•click on the required report and select view icon View from the Tool Bar.

 

Email the current/viewed report

 

1.Right-click in the Data Area of the report.
2.Select "e-mail report to..." from the subsequent menu.
3.Input the email address of the recipient(s) in the blank email which opens.
4.Add a subject line and any necessary message.
5.Click Send Message.  The report will be sent as an attachment to the email.

 

Email multiple reports

 

To email multiple reports, the Send email with Outlook option must first have been enabled.

 

1.Select the required reports:
•To select reports distributed throughout the listing, select the first report and then hold down the Control key and click on the other required reports.  (NOTE: Selected reports will be highlighted in blue).
•To select reports adjacent to one another, click on the first report, hold down the Shift key and select the last report of the group.  (NOTE: Selected reports will be highlighted in blue).
2.Click the email batch icon icon on the Tool Bar.
3.Input the email address of the recipient(s) in the blank email which opens.
4.Add a subject line and any necessary message.
5.Click Send.  The reports will be sent as attachments to the email.

 

Save the current/viewed report

 

1.Right-click in the Data Area of the report.
2.Select "Save As..." from the subsequent menu.
3.Navigate to the location in which the file is to be saved, select the appropriate file type from the drop-down list and set a filename.
4.Click Save.

 

Printing reports

 

Individual reports

 

To print a copy of the report currently displayed:

 

1.Either:
•Select File > Print from the Menu Bar, or
•Click the sgs print icon icon on the Tool Bar.
2.The standard Windows print control box will then open offering a choice of printer.  Make any necessary changes and click OK to print.

 

NOTE: If the selected report is too large to fit on a single sheet of paper, a page break will automatically be inserted at an appropriate point.

 

Multiple reports

 

To print a copy of multiple reports:

 

1.Select the required reports:
•To select reports distributed throughout the listing, select the first report and then hold down the Control key and click on the other required reports.  (NOTE: Selected reports will be highlighted in blue).
•To select reports adjacent to one another, click on the first report, hold down the Shift key and select the last report of the group.  (NOTE: Selected reports will be highlighted in blue).
2.Click the sgs batch icon icon on the Tool Bar.
3.The standard Windows print control box will then open offering a choice of printer.  Make any necessary changes and click OK to print.

 

NOTE:  If any of the selected reports are too large to fit on a single sheet of paper, a page break will automatically be inserted at an appropriate point.

 

Printing report lists

 

To print the currently displayed report listing:

 

1.Select File > Print from the Menu Bar.
2.The standard Windows print control box will then open offering a choice of printer.  Make any necessary changes and click OK to print.