Run a statement set report

There are a number of reports that can be run against a particular statement set.

1.From the Tools menu choose Statement Sets.

2.Double-click a statement set to open it.

3.Do one of the following:

•If you are reporting on all statements in the statement set, from the Tools menu choose Reports.

•If you are reporting on a single statement, or a statement and associated child statements, first click the statement to select it, then from the Tools menu choose Reports.

4.Select the report criteria from the following:

Report requires you to select the report type to run (Hint: click a report type to display a description of the report in the Report Description field below).

Status allows you to specify a particular statement style to report on, i.e. only statements with a selected statement will be returned in the report.

Scope allows you to report on all statements in the statement set, a selected statement or a selected statement and associated child statements (Note: If you did not select a statement in Step 3, you can only report on all statements within the statement set).

5.Click OK to run the report.

Note: If the statement set is associated with one or more data tables, a Data Report Wizard dialog will be displayed. This allows you to filter any of the data table fields in the generated report. Double-click a field that you want to filter, then choose a filter operator and enter a filter value. Click OK to apply the filter. Repeat this process for other fields, as required, then click Generate Report.

Statement and Statement Link Audit Records

You can view all audit records for a particular statement from certain reports by right-clicking the statement and choosing Statement Audits. For reports that include information about audit records, such as the Statement Audits report, you can open and edit an audit record by double-clicking it.