Creating reports

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Otobase provides a number of built-in specialty reports and documents for your use including a quick report feature and a word processor. The Quick Report form creates different kinds of customizable, formatted reports that you can export to disk or print out.

To access the Quick Report form

Select Reports > Report Data.
The Search form opens
Search for a set of records to include in the report.
Drag the selected set of files to Drop Report Set.

You can customize the Quick Report form to display the data and the order in which it appears. You can save a report template and load it from a disk for future use.

Note: For more information about Otobase's the built-in report function, see the 4D Supplemental documentation. These files were included during installation in Adobe Acrobat format. To locate these files, browse to the Otobase program folder on your computer and select the Documentation folder.

Related topics

Selecting data for export

Selecting format for export

Exporting the data

Editing documents

Printing documents

Printing reminders and related forms

Printing referrals