Qudos 3 Help

Sharing information: Exporting, Emailing, and Printing Reports

Introduction

Qudos 3 is a great tool for recording, storing and retrieving information. Lets' take a look at the options to share that information with others.

Of course, the simplest and fastest method of sharing information with other people in your organisation is to provide them with direct access to the application over your intranet or the Internet.

In this section of the Help file, we consider how else that information may be shared. The options are based on the use of reports - That is a document containing information from your database - but designed to be more suitable for print or export. To access a report, Click menu item Print. There are one or more report options for most lists and forms. One great attribute to note is that when a list has been filtered, the report will match those filter settings - giving you a dynamic report tool. From the print menu, choose an option and the report will be displayed. The report has a control panel at the top.

Qudos 3 also has a Dashboard for generating specific reports.

The following paragraphs describe how to use these reports to share information.

Export

Every report has the option to be exported in a variety of formats.

Step	Action	Result
1	Select menu item Print and chosen option	Displays report
2	Click Export button on the report menu bar	A form is displayed with export options
3	Select an export format from the listed options available
4	Enter the page range that you want to export
5	Click OK button	The exported report is displayed in the appropriate application
6	Select menu item File / Save As…	Opens 'Save a Copy…' dialog box
7	Choose file name, folder to save in, and click Save button	Saves exported report

Email

The following describes how to use the email function provided with Qudos 3. It assumes that the email functions are activated in the Management Console, and the email facility has been set up on your server.

Step	Action	Result
1	Select menu item Print and chosen option	Displays report
2	Select a format for the attachment from the listed options available
3	Click Email button	Email form opens with the report listed as an attachment in the selected format
4	Add recipient's email address
5	Modify email as required
6	Click Send button	Email is sent. A notification appears on screen

Print

The following describes how to print reports from Qudos 3.

Step	Action	Result
1	Select menu item Print and chosen option	Displays report
2	Click Print button on the report menu bar	A form is displayed with print options
3	Enter the page range that you want to print
4	Click OK button	A print preview page is displayed
5	Click the Printer icon	Opens a Print dialog box
6	Make selections and click OK button	Prints report

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