Getting a Standard Report

Select A Report

Goto the Reports list and select the Activity report that you want to download. You can then select at the bottom of the page whether you want a report in PDF format or RTF format (for Microsoft Word). Hit the view button to start downloading your report.

This will take you to a web browser that will attempt to download the report.

You maybe asked for a password to download the report. This is an authorisation test and you should use your normal username and password.

If you cannot see any reports in the report list, then no activities have been assigned to you. Go to the assets by type view and select Activities from the drop down list. Select the appropriate activity. Then select your account name against the assigned field. Remember to hit the save button. When you now visit the reports list, you will see the report for this activity listed.