scheduled_report
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Table of Contents
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
- Restricted Users will only be able to see data for the entities that they have access to. Entities that are not available to the restricted user are greyed out in the Entities dropdown, however the user can still navigate through the hierarchy to select the entities they do have access to.
- 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.
scheduled_report.1497584867.txt.gz · Last modified: 2020/09/25 09:53 (external edit)
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