Reports

Reports are the main deliverable from any Management system, the IntelliOffice system has a great many standard Reports plus the ability for you to customize and save your own report definitions. Popular reports are placed on your Main Dashboard with many more under the Other Reports button, you also have access to the more detailed report list from the Nav Bar:

The "My Reports" screen shows a listing of the reports that you have created at the top and then displays a broad listing of the most common reports required to view or edit the details in the system. Clicking on any of these menu buttons will open the report list, you can then modify the List or click on a row to edit the form details.

It is critical to know the difference between the Report View and a List View, much as they appear to be the same thing, there are completely different controls across the top of the screen. Both show a list of Rows, one for each Record, but the ability to restructure and modify the list is only available in the Report View, while the List View provides access to Edit one or multiple Records

Report View Header: Many Icons for Reporting