Create a report

Reports are accessed using the object's context menu, which is displayed by selecting the object, clicking the right mouse button, and then selecting the appropriate report from the list.

On item (document, part, change) forms, an Item Report shows the complete contents of every tab on an item; the Tab Report includes only the data on the currently-selected tab. On some forms that have subtabs (such as the Markup list and Current list on the References tab), there may be separate context menus for the main tab and each of the subtabs.

  • Within an item form or on a Collection Explorer member node, open the context menu, and select one of the listed reports (typically the last group of commands). A window will open showing the report.

    To display any context menu, click the secondary (usually right) mouse button while over an object.

    Context menu locations

    To display the context menu for a form's subtab, right-click within the active area, such as on a row in a list.

The report window has the following controls on the toolbar (see picture below):

  1. You can move between pages using the page navigation controls.

    Report window toolbar

  2. If you want to print the report, click the printer icon. If you prefer to export the report, select one of the formats from the dropdown list.
  3. Use the zoom dropdown control to see the entire report or to see details.
  4. You can search for specific text by typing it into the textbox, and clicking the Find button.

    Report window toolbar

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