Quick Reports

The Quick Reports tool allows you to generate topic reports in PDF or Excel format for sharing and documentation purposes.

1.     Where to Find the Reports Tool

·        In the Design module, open the Quick Reports menu in the ribbon

·        Select the topics to include

·        Click Create Report

Note: If no topics are selected, the report will include all visible topics.

2.     Report configuration

When creating a report, define:

·        File name – identify the report

·        File type – PDF or Excel

·        Content:

o   Simplified – basic topic data

o   Full – topic data with comments

o   Extended – topic data, comments, and full action history

3.     Generating and Accessing Reports

a.     Click Apply to generate the report

b.     You are redirected to the Reports History tab

c.     Track the generation status

d.     Download the report once completed