Video - InEight Document Enhanced - Creating Reports

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to create and download report.

Click here to open reports.

Reports are grouped according to the modules active on your project.

I'm going to select the mail group then choose this report.

Send items summary.

The report criteria works much the same way as the filter sort function.

In this case, I'll run a report for all outstanding letters sent by my company.

If you run a report frequently, you could add it to your favorites here.

Or click here to have the report sent to you on a regular basis.

Once complete, click search up the top.

Here's the report with the filters listed here.

And the results below.

Use these buttons to download the report to Excel Word or PDF format.

In this case, I'll export the report to excel, which looks like this.

Well, That's a quick overview of reports.

Thanks for watching.