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OrgPlus 7 User Guide

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<strong>OrgPlus</strong> <strong>User</strong> <strong>Guide</strong><br />

When generating a report, you can choose the sub-set of data to be used by clicking<br />

on the Display Options drop-down list<br />

available:<br />

. The following display options are<br />

Option<br />

Dynamic<br />

Description<br />

Generate a report based on the currently selected chart box and<br />

its descendants.<br />

Selection Only Generate a report based on only the selected chart boxes.<br />

Entire Chart<br />

All Records<br />

Limit to subchart<br />

Generate a report based on the entire chart.<br />

Generate a report based on the chart and all unassigned records<br />

(orphans).<br />

For Dynamic reports only. Limit the contents of the report to<br />

the displayed sub-chart; does not include descendant subcharts.<br />

Working with Directories<br />

A Directory is a tabular list of information derived from your chart. You can use a<br />

directory to send an email or to update data in the same way that you edit data in a<br />

spreadsheet.<br />

Any number of special-purpose directories can be created to provide different kinds<br />

of information according to each your needs.<br />

➣ In this section…<br />

Using the Directory Panel page 8-13<br />

Managing Directories page 8-15<br />

Displaying Directories page 8-18<br />

Other Directory Functions page 8-18<br />

8-12 Working with Directories

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