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favorite_report

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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. Top 10 and average report are available fixed time option and Previous Year option. (e.g. today is 14.06.2017)
    • Fixed Time: use fixed time (display on option) for next time exported.
    • Previous Calendar Month: use last calendar month for next time exported.(e.g. 01.05.2017 → 31.05.2017)
    • Previous Month: use last 1 month from today for next time exported.(e.g. 14.05.2017 → 14.06.2017)
    • Previous Quarter: use last 3 months from today for next time exported.(e.g. 14.03.2017 → 14.06.2017)
    • Previous Year: use last 1 year from today for next time exported.(e.g. 14.06.2016 → 14.06.2017)
  • 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.1497844613.txt.gz · Last modified: 2020/09/25 09:53 (external edit)