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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
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):
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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.
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.