Create reports on the trolley

General

The Reports function is used to create Excel-format (xlsx) listings of selected objects from the trolley.

  • Reports are generated based on selectable Excel templates (Report Templates).

  • These templates allow reports tailored for different purposes to have the desired layout and data content.

    • Refer to template management: Excel reports.


Create reports on the trolley

(1) Select the action Trolley > Reports.

  • Flow opens a list of report templates.

  • The content of the list may vary depending on the objects in the trolley.

(2) Choose a report template.

(3) Select the action Create.

  • Flow generates the report in the browser's download section.

ReportForTrolley.png


(4) Open the report by clicking it in the browser's download section if necessary.

TrolleyRaport.png