In this lesson you will learn about generating reports. You can do this from within a project, or generate bulk reports for multiple projects.
Select the template that you would like to use. and click "Generate Report".
When generating a report you will be asked if you would like to edit the letter text. If you do not want to edit the text and you would like to use the default templated text click "No" her. If you would like to edit the text, click "Yes" and you will be presented with a text editor as shown below.
If you would like to edit the text do this in the text editior as shown above. Once you have made your changes press "Save".
Once you have generated your report using the preview method you will be presented with the report preview similar to the one shown above. From here you can print, export and email the report by visiting the FILE menu. When you have finished simply click "Exit".
You can generate a report straight to print, or to a PDF document if you don't need to preview it before hand. To do this, choose your generate method from the drop down menu as shown above and click "Generate Report".
You may find the following tutorials helpful when deisnging a report...
Tool Box
Field List
Property Grid