Create an Action from Project dashboard or the menu.
Or
The Add Action form is displayed, based on how the Action has been configured.
Enter the details for the action and press save.
The report can then be previewed using the option under the print icon.
Once ready, press Finish & Close to complete the action and generate the PowerPoint report.
The PowerPoint report is then saved as an attachment against the action type and can be downloaded again when required from the Search or Summary.
When the PowerPoint report is being generated either by the preview or when the submit button is pressed, a separate window is displayed indicating this. While the report is being generated you can continue working on other areas of the system.
Once the report is complete this is indicated in the window and you will be prompted by your browser to download the file.
