Activity Report Template

Once you have used the reports a few times, you may remember what the end result is supposed to look like, but cannot remember the report type name.  Before describing the individual wizard pages, below is a sample generated report.

From this dialog:

This page allows you to select two report formats:  a view format and a mail attachment format.  

Depending on what you wish to do with the report afterwards, you will want to select different mail attachment formats.  If you wish to manipulate the data, choose Microsoft Excel.  If you wish to keep the report as-is, select the Adobe Acrobat PDF format.

If the generated report is larger than the value shown in this dialog, you will receive a message indicating the completion status of the report, and that it was unable to include the attachment due to its size.  In this case, you can still view the report within TRACCESS, and subsequently export it.

If the mail attachment format and the create zip file fields are disabled, this means that the option to attach generated reports to completion emails has been disabled for your installation.