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Publishing Module Overview


The publishing module in Optuma allows you to easily share detailed analysis reports with colleagues or clients. Reports can be created effortlessly using Workbooks, Symbol Lists, Chart Headers, Page Headers and Layouts with the final results being saved to PDF, MS Word, MS PowerPoint or hosted on the web.

The Publishing Module comes standard with an Enterprise Services subscription or can be purchased from our online store.

Accessing Publishing in Optuma

Open the Workbook you wish to publish.


Left-click the Files menu and select the Publish Workbook option in the list displayed.

The Publish Workbook window will display:


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