Report Browser

Introduction

The Report Browser is used to manage your reports from your main Herb software.

The Report Browser is displayed when you choose the report option from your Herb software. The reports displayed are related to the area or module that you were working in, and are grouped into folders by category.

You can

Preview the report to check it's correct.
Add reports to your list of Favourites.
Open the report and edit its layout.
Change the report name and description.
Create a new report, which opens the Report Wizard.
Choose how you want the report to generate - print, file or email.

Using the Report Browser

To select a report, first select a category folder, and then select the report.

Tip: If you cannot find a report, remember that Report Browser only shows reports that are related to the area or module that you were working with in your Herb software, before you opened the Report Browser.
To create a new report, click New and follow the steps in the Report Wizard.
To edit a report, select the report and click Edit.

Note: You cannot save a pre-set report, but you can save it as a new report.
To delete a report, select it and click Delete.

Note: You cannot delete a pre-set report, only reports that you have created.
To edit the report name or description, right-click the report and select Change name and description. See Change report name or description.
To make a copy of the report, right-click the report and select Copy Report. Enter a name and description for the new report.
To print or preview a report, select it and click Print or Preview, then enter the criteria for the report if appropriate. See Print reports.
To export a report and save it in a different format, select it and click File.

See Export reports.
To send the report in an email, select it and click Email.

See Email reports.
To add the report to your list of Favourites, click the Favourite icon; the icon will change to show it has been added to your Favourites. To remove the report from your Favourites, click the icon again.

Favourite reports are highlighted in the folders, and also listed in the Favourites folder.

Note: With some Herb software, you can open the Favourites menu in your main Herb software and select the report that you want.
You can filter the list of reports to show reports that contain a certain report tag. To filter the reports by a tag, select the tag from the list on the toolbar. To show all reports again, select All.

Note: If you change the tags in your report when the Report Browser is open, this will not be reflected in the Report Browser until you view a different report folder.

See Report tags.

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