Reports

Reports allow you to access and filter data from the database in a convenient way. The reports window consist of two tabs:

Categories & Templates - this is the default tab for the Reports section. It includes an overview of report categories and templates. You can create new reports and categories or perform other report related actions here.

Scheduled Reports - this tab provides an overview of scheduled reports, you can also schedule a new report here.

Reports are generated from templates which are categorized by report type. A report can be generated immediately or can be scheduled to generate later. To generate and view the report immediately, click Generate Now next to the desired report template. 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 New report template to open a report template wizard and specify custom settings for the new report. You can also create a new report category (New Category).

Searching for reports

There is a Search bar on the top of the page. You can search the category and template names, not descriptions. Click the arrows next to the search bar to compress or expand all report categories.

search_bar

You can use tags for filtering the displayed items.

Using the reports templates

Choose a report template and click the arrow on the report template tile. The following options are available:

play_defaultGenerate Now

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

download_default Download

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

schedule_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.

edit_default Edit

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

duplicate_default Duplicate

Create a new report based on the selected report (a new name is required for the duplicate).

delete_default Delete

Remove the selected report template completely.

icon_export Export

The report template will be exported to a .dat file.

Using the reports categories

Select the report category and click gear icon gear_icon at the right corner of the category. The following options are available:

add_new_default New Category

Enter a Name to create a new report template category.

add_new_default New Report Template

Create a new custom report template.

delete_default Delete

Remove the selected report template category completely.

edit_default Edit

Rename existing report template category.

icon_export Export

The report template category and all included templates will be exported to a .dat file.