Tutorials

Access User Managers Reports

Reports

This tutorial explains how to access the User Managers list and the User Managers report in Quadra.

Edit Reports

Reports

Learn how to edit an existing report using Report Builder in the Administration module. Explore tools to modify images, rich text fields, and data-bound fields.

Overview of Reports

Reports

This introduction covers the basics of running, scheduling, and sharing reports.

Print Reports

Reports

This tutorial explains how to print a report, which can be generated for most modules.

Report Security

Administration , Reports , Security

Learn how to restrict access to certain types of reports by assigning roles.

Schedule Reports

Reports

This tutorial demonstrates how to schedule report delivery in Quadra.

Sending Invoices for a Single Date

Administration , Allocations , Reports

Learn how to distribute invoices or invoice reports for a single date to billing or account contacts using Email Builder.

Sending Invoices Through the Allocation Schedule

Administration , Allocations , Reports

Learn how to send invoices or reports automatically to billing contacts on Allocation Schedule dates using Quadra's convenient Email Builder tool.

Using Email Builder

Administration , Reports

This tutorial explores the functions available in Quadra's Email Builder with a focus on attaching reports.