favorite_report
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favorite_report [2017/06/16 09:57] 118.68.9.20 created |
favorite_report [2020/09/25 09:53] (current) |
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| - | * This is a feature | + | * This is a feature |
| + | * The favourite report allows users to choose a calendar period that will be used each time, eg previous month. | ||
| + | * The favourite report can shared with other users in the same organization. | ||
| - | * The favorite report allows users to choose the recent time that will be used as time parameters for the report in next time exported. | ||
| - | |||
| - | * The favorite report allows users to share it with other users in the same organization. | ||
| ==== Parameters ==== | ==== Parameters ==== | ||
| + | * Name: User can choose a name. | ||
| - | | + | * Time Selection: User can choose the time parameter of the report. |
| - | + | * Previous Calendar Month: | |
| - | | + | * Previous Month: |
| - | * Fixed Time: | + | * Previous Quarter: |
| - | * Previous Calendar Month: | + | * Previous Year: displays last 1 year. (e.g. 14.06.2016 → 14.06.2017) Note: For Top 10 report, this option is the previous year calendar, e.g. 2016. |
| - | * Previous Month: | + | |
| - | * Previous Quarter: | + | |
| - | * Previous Year: | + | |
| - | * Previous 12 Months: | + | |
| - | + | ||
| - | * Share in organization: | + | |
| - | * Others Report Parameters: It will save the configuration of the standard report and use for next time. | + | * Share in organization: Enable users to share this report with others in the same organization. |
| + | * Others Report Parameters will be saved in the configuration of the standard report and used next time. | ||
| ==== Features ==== | ==== Features ==== | ||
| + | * Ability to save the configuration, | ||
| - | * Restricted Users will only be able to see data for the entities that they have access to. Entities that are not available to the restricted user are greyed out in the Entities dropdown, however the user can still navigate through the hierarchy to select the entities they do have access to. | + | * Ability |
| - | * Ability to export the report as a CSV file or print as a PDF. | + | * Ability to export the report as a CSV file or print as a PDF. |
| - | * Ability to be scheduled on a regular | + | * Ability to schedule for regular |
favorite_report.1497607047.txt.gz · Last modified: 2020/09/25 09:53 (external edit)
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