You can follow the steps below to access your Tabular Report functionality.
- Click on the EForms tab at the top panel of your screen.
- This will open up your list of Categories and EForms. All eForms (i.e. input forms) and data records are grouped into Categories [1]. On the left, you will see all the Categories.
- Pick the eForm category you want to get information from. This will usually be your specific solution (e.g. Contract Management, Human Resources, Risk Management, etc.).
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Once you have selected the category, then select the eForm. Click View [2] to open the tabular report of the eForm.
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Or, you can click on Tools [3] and then Tabular Report to view a tabular report.
- Once the Tabular Report screen opens up, you will notice the following:
- In the top right, you will need to choose the Profile [1] you wish to use, which depends on what your reporting requirements are. The default profile will always be Summary. A collection of pre-configured reports will show up in the profile dropdown. Remember that it will always show the Summary profile especially if there are no pre-configured reports set for this eForm. The default profiles are either Summary or All Columns.
- If you click on this icon in the top right in the toolbar [2], it will open the left-hand sidebar and your access to the Tabular Report Configurator.
- The Summary information [3] indicates a quick overview of the main activity relating to a record.
- If you click on the View [4] link, it will open that particular record.