Running a Report
A report is a template that is generated using the Report Engine. A report searches the whole database for information that matches certain criteria, fetches it, and includes it in its output. For example, reports can display a list of clients with outstanding invoices or a list of all your active projects.
A report itself will specify which objects it will fetch, and certain user inputs such as a date range, can be included. Before the report is run, you are asked to set out certain rules according to those inputs, to narrow the scope of the report. After you have designed a report, you should run the report to see results and obtain a PDF.
To run a Report
- Choose View > Reports.
- Select a report from the list.
- Specify any other additional information as required.
- Click Run.