Working with Next-Generation Report Results

Important: This topic is for working with the results of the following next-generation, dynamic grid reports:

  • My Tasks
  • Tasks by Document - Current
  • Tasks by Document - All Tasks
  • Tasks by User - Current
  • Tasks by User - All Tasks

For help with any other report, see Working with a Finished Legacy Report.

Once you've generated a report (clicked View Report), you can customize and use the report results in the following ways.

Working with Report Layouts

Working with the Summary Pane

Working with the Data Pane

Exporting Report Results

Printing or Saving a Report