favorite_report
Table of Contents
Favorite Report
Description
- 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.
Parameters
- Name: User can choose a name.
- 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.
- 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
- 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 schedule for regular emailing to users. Admin Users can set this up in the Admin > Reports > Scheduled Reports menu.
favorite_report.txt · Last modified: 2020/09/25 09:53 (external edit)
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