This article refers to the functionality of Ortrac web. This information is relevant to staff managing payment & registrations held by a medical society in the EU. This article describes how to customized the report download 

Tailor layout

Use the forms to tailor exactly which information you want to include in your report. If you only export text elements, your download will be an Excel spreadsheet. If you also export user-uploaded files, you will receive a Zip-file with both the spreadsheet and the user uploaded files.

You can select to either download the data (orange arrow), or save the settings as a report (blue arrow), for quick access if you will repeatedly be downloading the same data.


Next step: Create & handle vouchers (staff)