Advanced Reporting—Print an Advanced Report

Print a Project Report with Aggregate Data

1. At the Reports tab in Advanced Report, click Click here to print a report.

2. The Report wizard appears.

3. Click Project report.

4. Click Next.

5. Choose the Project name that you would like to show data for.

6. Click Next.

7. Choose the Report Sections you want to print, Category Summary–Project vs. Aggregate.

8. Click Next.

9. Answer the question, What kind of output do you desire?

On-screen Preview – Recommended when first printing report . This option allows you to see the report on-screen before printing a hard copy or creating a PDF report.

Print directly to printer – Use this option to print a hard copy of the report.

Save to PDF – This option allows you to create a PDF report for viewing with Adobe Acrobat. It is saved at: C:\Program Files\Insight4 \PDF. You may browse to save the files into another folder.

Email PDF to subjects – This option creates the PDF report and automatically mails it to the subjects. The email with the attached report will be placed in your email out box until your click send/receive in your email program or until the next automatic email check occurs.

10. Click Print.