Generate reports

Learn how to open, customize, and download different types of reports in RoboHelp and manage your project better.

In Adobe RoboHelp, you can generate a variety of reports to monitor, compare, and optimize the content of your project. You can customize your report and display the desired columns, reorder information, and filter project components. You can then quickly download a report as a .csv file.

Reports in RoboHelp

You can generate the following types of reports in RoboHelp:

Open a report

To open or generate a report in RoboHelp, follow these steps:

  1. In an open project, click Reports  on the Author toolbar.

  2. In the Reports panel, double-click the report that you want to generate. Alternatively, click Options  next to the desired report type and choose Open. To know more about the various reports in RoboHelp, see Types of reports.

    Poznámka:

    To view the latest report after you've edited your project, click the Refresh icon  on the toolbar.

Customize a report

You can customize a report using the Filters panel on the right side of the screen. In this panel, you can view the type of report, select a criteria to order information, filter information, and select the columns to view in the report. To customize your report, use the following options in the Filters panel:

Type

Under Type, you can view the type of report that is open. To know more about the types of reports in RoboHelp, see Types of reports.

Order By

You can select a criteria to order the information in your report using the options under Order By. Based on the type of report, you can find different options such as Status, Keyword, Topic, and more.

View

By default, a report is viewed as a table. Reports such as Topic References and Project Status can also be viewed as a graph and pie chart, respectively. Use the options under View to change the appearance of the report.

Filter

Under Filter, use the drop-down lists of various project components to specify information in the report. You can also select multiple options in each drop-down list.

For Index, Glossary, Condition Tags, Variables, Snippets, Images, Multimedia, and Stylesheets reports, you can also select Used in <project component> to view the files that the project component is applied in.

RoboHelp remembers all filtering and column selections for all reports across sessions.

Columns

You can add or remove columns in your report using the options in Columns. These columns are based on the type of report that you have selected. Select a column to view it and deselect it to remove it in the report. To sort the data in each column in all reports, click the column header. 

Download a report

To download a report with the applied settings in RoboHelp, follow these steps:

  1. Click Reports  on the Author toolbar.

  2. In the Reports panel, double-click the type of report you want to generate and open it. Alternatively, click Options  next to the desired report type and choose Open.

  3. To customize your report, use the Filters panel on the right side of the screen. For details, see Customize a report.

  4. To download your report, click Download  on the toolbar. 

    The report is then saved as a .csv file.

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