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favorite_report
favorite_report
This is an old revision of the document!
Table of Contents
Favorite Report
Description
Parameters
Features
Favorite Report
Description
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.
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
Name: User can type a name for this.
Time Selection: User can choose the time parameter of the report for next Time.
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.
Features
Ability to save the configuration, then use with recent time or fix time in the next time used.
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.
favorite_report.1497843262.txt.gz
· Last modified: 2020/09/25 09:53 (external edit)
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