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Using Report2Excel

As part of the redevelopment of Evolution, the custom report builder and associated functions have been completely rewritten to be faster and more flexible. As part of this development as brand new...

Exporting to Excel

This lesson explains how to Export a Report to Excel How to Export a Report to Excel 1. Hover over the “Reporting” tab and choose “All Reports” 2. Click into The Report yo...

Exporting to CSV

This lesson explains how to Export a Report to CSV format To export a Report to CSV, you will need to hover over the Reporting Tab and select to view either, All Reports, My Reports, My Favourite R...

Emailing a Custom Report to someone

This lesson details how to send a Custom Report to someone via Email To email a recipient a copy of a Custom Report from TrackerRMS, hover over the Reporting Tab and either select the Report from y...