Working with Collections

A collection is a set of related records. The records that the system retrieves are almost always related by the form you are using. Often they are further limited to records that meet certain search criteria you can set by using filters.

Retrieving Collections

First, you must locate the records you need to work with. There are several ways to find the appropriate collection of records.

See Retrieving Collections.

Processing Collections

After you have the collection of records that you need, you can process them in a variety of ways. You can:

Sort them in various ways.
See Sorting collections.
Preview collections before you print them.
See Previewing a Record or Collection Before Printing.
Print the data in the collection.
See Printing Records or Collections of Records.
Export the collection data to an external file.
See Exporting Collections to External Files.
Copy collection data to or from a spreadsheet.
See Copying Data To/From a Spreadsheet.
Create and format graphs based on the collection.
See Creating and Formatting Graphs from a Collection.