The Print icon and its dropdown menu () are found next to the Query icon directly above all major grids. The Print icon opens the print form where exports of the data in the grid beneath are performed. For example, if you go to Home > Tasks and click on the Print icon above the Tasks grid, a print form with two dropdown menus will appear above the grid. The first dropdown is the report “Template” and is set to “Default.” The default template includes all the columns in the grid beneath. The second dropdown is the file export “Format,” which is typically defaulted to “Excel.” Most grid data is best manipulated in Excel. However, PDF and HTML file formats are also available.

If you have reporting permissions, you may create new templates that will appear in the Template dropdown list. Simply click on new located to the right of the Template dropdown.This navigates to the “Create Template” form where you can name the template and select other fields of data related to tasks and not included on the Task grid. Select all the field names you want included on the report template by clicking on the grey plus symbol next to each field name. Every field name you select adds another column to the final report. Click on Proceed to move to the next form, which allows you to name each column header and sort which column comes first on the final report. Clicking on Save Template saves your new report template and shifts you to the Templates grid. The next time you navigate to your Tasks grid, your new report template will be included in the dropdown to the right of the Print icon (click the triangle to access saved templates) and also in the Template dropdown on the print form. Activating the new template from the Print icon dropdown list is a friendly method to make frequently used report templates easy to access with just a single click of the mouse.