Generating Report
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Generating Report |
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| • | You can generate reports of all tasks, tasks based on priority, pending tasks, and tasks that are overdue |
| • | Docsvault provides a "report preview window" where the appearance of the report can be customized |
| • | You can have a hard copy of the task report with "Print" option |
| • | Send the report through email as an attachment in one of the offered formats like pdf, rich text, simple text etc |
| • | Generated report can be also exported to local/network location |
Shown below is the task report Preview window:
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To generate a report preview, you can use one of several options:
| • | From the Reports menu of Task Manager Window, select All task/Priority/Pending/Overdue |
OR
| • | From the toolbar of Task Manager window, click on Reports image icon  and select one of All task, Priority, Pending, Overdue options that pop up |
OR
| • | Click on the Print menu of desktop task panel and select one of All task, Priority, Pending, Overdue options that pop up |
Customizing Report:
You can customize report by setting a background color, placing a watermark or a backgound picture
Setting Background Color:
| • | To change the background color, click on the background image icon or from the menu click on Background >> Color |
| • | Now select a color of your choice from the popped up color palette dialog box and click on OK button |
Setting Watermark:
| • | To place a watermark in the report, from the menu click on Background >> Watermark |
| • | Watermark dialog window appears: |
| • | From here you can add watermark as text or as image by selecting the appropriate tab |
Exporting Report:
Files can be exported to a local/network location or over the internet as Email attachment
Exporting to local/network location:
| • | From the menu if report review window, select File >> Export To. You are presented with several file format options of exporting the report as shown below: |
| • | On clicking the format of your choice, you will be asked a location to save the report. On selecting the location, exporting of report will be carried out. |
Exporting as Email attachment:
| • | To send a report through Email, from the "report review" window, click on File >> Send As menu option |
| • | Select a file format from the submenu and save the file on the local hard drive |
| • | On the dialog window that pops up, select an Email client and click OK button |
| • | Default Email client like microsoft outlook will open up with the report file as Email attachment |