Description:
PDF reports include an item summary table which can be toggled on or off. If on, the item summary table will be shown after the leader (summary) page, if this is included, otherwise, the table will be shown after the cover page.
When generating a new report you can choose whether you want to show the summary table or hide it. If shown, you can also decide whether you want to filter the items in the summary table or include all items from the list(s) that are being reported on.
Notes:
- By default, the columns below are included in the item summary table. However, if you choose to hide these fields in the report settings, the respective columns will not be printed out, see Report settings: Remove images and item information such as title, description, status, comments, etc
- Title
- Status
- Due date
- Priority
- By default, the leader page & graphs will be shown on your reports. If you wish to change this default you can utilise the Display items summary table and Apply filters to items summary table report settings. See,
Contents:
Guide:
1. To show or hide the item summary table
1.1. Start generating a report - see Create a report.
1.2. Before you tap the✓to generate the report, scroll down to the PDF Settings heading. You can now tap on the switch next to the Display items summary table option to choose whether or not to include the summary table on the report. If the switch is blue the table will be included. If the switch is grey it will not be.
1.3. Tap the✓ in the top right of your screen when you are done. Your report will be generated and will now be available under the reports tab.
2. Filter the items in the summary table
2.1. Start generating a report - see Create a report.
2.2. Before you tap the✓to generate the report, scroll down to the PDF Settings heading. You can now tap on the switch next to the Apply filters to item summary table option to choose whether or not to apply the report filters to the table.
If the switch is blue, the summary table will respect any filters which you choose below, see step 10 of Create a report for more information on filtering items.
If the switch is grey, all items in the list(s) you are reporting against will be included in the table.
2.3. Tap the✓ in the top right of your screen when you are done. Your report will be generated and will now be available under the reports tab.
Comments
0 comments
Please sign in to leave a comment.