Navigation:  Reports >

Available Reports

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Reports are generated specific to the active module and are accessed via the Reports button on the Module Bar.

The reports available within each module are:

 

Module

Report

Description

Notebook

Current Note

Prints the current note in the active Notebook (refer Report Options).

 

All Notes

Prints all Notes in the active Notebook (refer Report Options).

 

Selected Notes

This causes the Report Filter Dialog to be displayed enabling a report selection to be made on the active Notebook based on a user defined criteria. The filter is released on printing or cancellation of the report (refer Report Options).

 

Research List

Prints a list of all research items for a selected repository.  When selected, a pop up window will appear enabling selection of the required repository. Click select the repository name, or use the cursor keys to move to the repository name and then press the Enter key.

 

Person Analysis by Name

Produces a detailed report grouping all Included Persons by surname, then given name.

 

Person Analysis by Date

Produces a detailed report grouping all Included Persons by date, surname, then given name.

 

Associated Documents

Produces an index to all Associated Documents related to the active Notebook.

 

Notebook Index by File Reference

 

An index of all Notebook entries sorted by File Reference order.

Notebook Index by Subject

An index of all Notebook entries sorted by Subject order.

 


Address Book


Current Repository


Prints details for the active Address Book Repository (refer Report Options).

 

 

All Repositories

Prints details for all Repositories held on the Address Book(refer Report Options).

 

 

Select Repositories

This causes the Report Filter Dialog to be displayed enabling selection of Repositories based on user defined criteria. The filter is released on printing or cancellation of the report (refer Report Options).

 

 

Contact List

Generates a list of all Contact Points across all Repositories.

 

Resource List

Generates a list of all Resources held  across all Repositories.


Categories


Category List


Generates a detailed report listing all Categories held on file.

 


Sources


Current Source


Prints details for the active Source record (refer Report Options).

 

 

All Sources

Prints details for all Source records (refer Report Options).

 

Source Index

Generates an index to all Sources.

 

Report Options

 

The Notebook, Address Book and Source Reports offer optional data elements that can be printed on reports. An illustration of Option panel for each is shown below. The Options Components dialog is only displayed if options are available for the nominated report. Click in the appropriate box to select or deselect an option.

 


                               Notebook Options

 

  

                           Address Book Options

 


                           Source Options

 

Using the Print Preview Toolbar

Along the top of the Print Preview screen is a toolbar providing additional functions associated with the printing of reports.

 

From left to right the toolbar buttons represent the following;

 

 

Description/Action

1

Print the report

2

Load a previously saved report for printing.

3

Save the report current report.

4

Export the report to an external file format. Current options are PDF, HTML and RTF.

5

Export the report as a PDF file.

6

Find text in the report.

7-12

Alter the preview display size (default = 100%).

14-18

Navigate through the pages in the report.

19

Close print preview and exit to the Reports screen