Generating Offline Reports

In order to generate offline reports, your username must be assigned to a user group that has permissions to access these documents. Your DataTrak administrator maintains user accounts and sets these permissions.

Follow these steps to generate an offline report:

1. Click the appropriate document link on your desktop. Links for generating offline reports are normally denoted with a name that begins with "Generate Report Name."

2. The system next displays the database selection screen. Select the database for which you want to generate a report and click the Select button.

3. The program displays the selection criteria screen for the report. This screen also requests a description for the report.

4. Enter the report criteria.

5. Enter the report description. This description will be used to identify the offline report to users.

6. Click the submit button to generate the report.