22.2.6. Reports

Reports have a similar interface to filters. Filters display information according to selected criteria; while reports allow field information groupings as well as numeric field summaries. Results can also be saved or printed and exported into many popular formats such as MS Word and Adobe PDF. Controls on the screen allow users to scroll forward and backward on the page through the report results, search for an item in the report, and zoom in and out on the report.

The report that can be generated for Tasks:

22.2.6.1. Category: Tasks

  • Track time Report: Detailed information of the Track time for various tasks.

22.2.6.2. Creating Reports

To create new reports:

  • Click Desktop > Tasks>Reports > New Report.

  • To understand the detailed description of all the report features, click here.

22.2.6.3. Viewing Reports

To view the Reports:

  • Click Desktop > Tasks > Reports.

  • You can see the list of reports. Double click on the report you want to view.

  • You can also Edit, Delete, Copy, Schedule and Change Permissions of the reports with the icons from the Actions column.

  • All reports can be exported to various formats like Adobe PDF (.pdf), Microsoft Word (.doc) and Microsoft Excel (.xls). Click on a report and then select a format from the toolbar and click Export to preview the report.

To see the detailed description of how to edit, delete, copy or change permissions, click here.

22.2.6.4. Scheduled Reports

Reports can be scheduled so that they can be run at predetermined times and emailed to OfficeClip Users. To view the Scheduled reports click on the Scheduled reports icon above the list of reports.

To schedule reports:

  • Click on the Schedule icon in the Actions column.

  • Enter the scheduling details for your report: daily, weekly or monthly.

  • Enter the email address of the person to whom the report is to be sent and the report format.

  • After finishing, click Save.

  • To enter a New Schedule, click Clear Schedule to delete the old Report Schedule.