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favorite_report [2017/06/19 03:34]
42.118.115.231 [Features] 		favorite_report [2020/09/25 09:53] (current)
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-  * This is a feature to be able to configure a report using one of our standard reports and save these configurations for easy to reuse in next time.+  * This is a feature allows the user to configure a report using a standard report and save the configuration for easy reuse. 
 +  * 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.
  
-  * Name: User can type a name for this. +  * Time Selection: User can choose the time parameter of the report. Note - Top 10 and average reports have fixed time options of Previous Year. Period options include (e.g. today is 14.06.2017): 
 +    * Previous Calendar Month: displays last calendar month. (e.g. 01.05.2017 → 31.05.2017) 
 +    * Previous Month: displays last 1 month. (e.g. 14.05.2017 → 14.06.2017) 
 +    * Previous Quarter: displays last 3 months. (e.g. 14.03.2017 → 14.06.2017) 
 +    * 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.
  
-  * Time Selection: User can choose the time parameter of the report for next Time. +  * Share in organization: Enable users to share this report with others in the same organization.
-    * Fixed Time: +
-    * Previous Calendar Month: +
-    * Previous Month: +
-    * Previous Quarter: +
-    * Previous Year: +
-    * Previous 12 Months: +
- +
-  * Share in organization: Enable user to share this report for the others that same organization. +
- +
-  * Others Report Parameters: It will save the configuration of the standard report and use for next time. +
  
 +  * Others Report Parameters will be saved in the configuration of the standard report and used next time.
 ==== Features ==== ==== Features ====
  
 +  * Ability to save the configuration, then use with recent time or fix time in the next time used.
  
-  * Ability to save the configuration, then use with recent time or fix time in the next time used.  +  * Ability to share this report with other users in the same organization.
- +
-  *+
  
-  * 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 basis to be emailed to users. Admin Users can set this up in the Admin > Reports > Scheduled Reports menu. +  * Ability to schedule for regular emailing to users. Admin Users can set this up in the Admin > Reports > Scheduled Reports menu.
  
favorite_report.1497843262.txt.gz · Last modified: 2020/09/25 09:53 (external edit)

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