Generating reports for Request and Color Palette

  1. On the Request or Color Palette panel, right-click a record and select Reports > Generate Reports.
    Note: You can also generate tech pack reports for requests. To generate a tech pack report, right-click a request and select Generate Request Tech Pack. Click Save.

    To combine reports for multiple records into a single file, multiselect records while pressing Ctrl on your keyboard, then right-click any of the selected records and select Reports > Generate Reports or Generate Tech Pack.

    Request Tech Pack reports are based on the selected reports in the request.

  2. Select a report type and click OK.
    Note: Each report type focuses on a specific set of item details. Available report types depend on the module that you selected.

    To combine multiple report types into a single file, multiselect report types while pressing Ctrl on your keyboard, then click OK.

    A preview of the report is displayed. You can now save, export, print, or send the report through email.