How to Generate reports

You can generate reports from the view ‘Reports’ or from entity views by clicking Generate Report in the View group, on the General tab, on the ribbon.


1. View “Reports”
To generate a report from the ‘Reports’ view, click the required report template and click Generate Report.


2. Entity Views
To generate a report from an entity view, click the required entity record(s), click Generate Report and click the required template.


Tip If you need to generate a report on one entity record, you can open its detail view, click Generate Report in the toolbar and click the required template.


Important! ‘Generate Report’ button appears in the ribbon of an entity view or in the toolbar of the entity detail view only if there is at least one report template related to this entity.