Reports

Reports allow you to access and filter data from the database in a convenient way. Reports are divided into categories, and each category includes a short description. You can only see report templates that were moved by an administrator to your group. Click Generate Now at the bottom of the page to create a report based on a selected template and then display this report.

You can use pre-defined report templates from the list of Categories & Templates, or you can create a new report template with custom settings. Click Create a new report template to view settings for each report in detail and specify custom settings for a new report.

work_new_report_template

Select a report and click Report Templates to open the Actions context menu. The following options are available:

icon_play_defaultGenerate now

The report will be generated and you can review the output data.

clock_default Schedule
Schedule Report - Template window will open, where you can modify the schedule trigger, throttling and report delivery. You can find all scheduled reports in the Scheduled reports tab.

icon_plus New Category

Enter a Name and a Description to create a new report template category.

icon_plus New Report Template

Create a new custom report template.

icon_edit Edit

Edit an existing report template. The same settings and options used for creating a new report template apply.

icon_copyDuplicate

Lets you create a new report based on the selected report (a new name is required for the duplicate).

icon_delete Delete

Remove the selected report template completely.

icon_import Import

Click Choose file and then browse to the file you want to Import.

icon_export Export

Select report template you want to export from the list and click Report Templates > Export. The report template(s) will be exported to a .dat file. To export multiple report templates, change the select mode, (see Modes below). You can also export whole template category including all its report templates.

move_default Access Group - Move the report template Category to a different static group. This will make it accessible for the local admin of target group. Local admin has full access rights in his group.

You can use Modes to change select mode (Single or Multiple). Click the modes arrow in upper right corner and choose from the context menu:

icon_singleselect_default Single select mode - you can select single item.

icon_multiselect_default Multiple item select mode - lets you use the check boxes to select multiple items.

icon_reload Refresh - reloads/refreshes displayed information.

expand_default Expand All - Lets you display all information.

collapse_default Collapse All - Lets you hide all information.

icon_details_hoverNOTE

The Export feature exports the selected report template, which can then be imported to another ERA Server using Import. This is useful, for example, when you want to migrate your custom report templates to another ERA Server.

validation-status-icon-warning IMPORTANT

The icon_import Import / icon_export Export feature is designed for importing and exporting report templates only, not an actual generated report with data.

Download

Select a report template , click Download and choose a .pdf, .ps or .csv file format (.csv is suitable only for table data ) . The report will be generated and downloaded.

Permissions for Reports

Access Group Filter

access_group

The Access Group filter button enables users to select a static group and filter viewed objects according to the group where they are contained.

validation-status-icon-warning IMPORTANT

Read - user can list report templates and their categories. User can also generate reports based on report templates. User is able to read his dashboard.

Use - user can modify his dashboard with available report templates

Write - create / modify / remove templates and their categories

All default templates are located in the All group.