Reports

Menu Reports is used to define the conditions under which it generates a report with the required data.

The generated reports are automatically saved and can be found via menu Logs ‣ Report Files. Reports can also be sent to the specified email address. You can set the generating any reports that are required. The whole idea is based on the fact that in the menu Logs ‣ Dashboards you can create the desired data overview, that you save as a Dashboard template. Then you can use this template for creating a new report. The generated report is in PDF format and contains the data as they were prepared in Dashboard. If the generated report is not satisfactory, you must open the template in the Dashboards, make the changes and save the template as the same name. Then an updated template will be used to next generate report.

The generated report files can be found via menu Logs ‣ Report Files.

Report table contains all the important information:

• Name: Name of the report
• Description: The description of what the report contains
• Activation: The time when the report is generated
• Period: How long a period the report contains

You can create, edit or delete the reports.

Firstly, make an overview in the menu Logs ‣ Dashboards, which you will repeatedly generate in the reports.

After saving the Dashboard, go back to the menu Logs ‣ Reports and click on the plus icon. It will show a form, where you can create a new report. You must enter the following:

• Name: The name of the report.
• Description: Short description of which data the report contains.
• Recurrence: How often you want the report to run - daily, weekly, and monthly.
• Time (UTC): The time when the report is generated (Watch out, time in UTC).
• Period: What period you want to generate (day, week and month back).
• Dashboard: Choose prepared saved Dashboard.
• Target: Enter the email, if you want to send the report by email (you can add multiple email addresses, use space between each email).

The entered data are validated, if any item is filled in wrong, form can't be created and the invalid entry will have a red box.

When you finish, click on the Create button to save data and activate the report. Click Cancel to return to the report list.

To edit an existing report, click on the blue pencil icon for the selected row, this starts the editing of the report.

After you complete the changes, click Save to save data. Click Cancel to return to the report list without any changes.

To delete an existing report, click on the cross icon for the selected row, a window pops up, where you can confirm or cancel the deletion.