8. Reports

1. Overview

Overview: 

Reports are a form of an official documents, or a statement consists of information's based on User requirements. Users can extract the data using a pre-built template to extract customize it. 

2. Reports Dashboard

Reports Dashboard: 

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  1. All Reports: To view all reports in the dynamic table.
  2. Pinned: To view only pinned reports in the dynamic table.
  3. Templates: To view the report templates. Users can view the report template available in the system and customize it as needed.
  4. Recently Opened: To view recently opened reports.
  5. All Categories: To filter the list view based on Categories. List of Categories involves, Agent, Asset, Inventory, Case, e-PTW, Work Order, Visitor Pass.
  6. Search: To view specific record.
  7. List View: To view the list of reports in a dynamic table. 
All Reports View: 

Users click on All Reports to view all the reports generated in an application.  

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  1. Flag Icon: Click on this flag icon to pin the report.
  2. 3 Dots Icon: Click on to 3 dots icon to perform edit / delete actions or clone the report. 
Pinned Reports View: 

This page displays all pinned reports. 

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  1. Pinned Reports: Displays all the pinned reports.
  2. 3 Dots Icon: Users can edit, delete or clone the report. 
Templates Page View: 

This page displays all the templates for Users.

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  1. Customized Templates: Displays the templates customized by Users.
  2. Asseto Templates: Displays pre-defined templates.
  3. Search: To search specific templates. 

3. New Reports

New Reports: 

Generate new report by navigating to Reports >> New Report  

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New Report Creation Page: 

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  1. Report Name: To define the report name.
  2. Category: To select the category for which the report needs to be generated.  
  3. New: To create a new report.
  4. Browse Icon: To upload a file from the device or server.
  5. Save Icon: To save file / save as to device or to server.
  6. Widgets: To provide flexibility to Users to select the Widgets to display the data.
  7. View: User view options are displayed in the list. The options are Header, Footer, Grid Lines, Snap to Shape, Full Screen.
  8. Preview: To preview the report.
  9. Settings Icon: To do settings as required. Ex: Basic settings, margin, background image etc.
  10. Data Base Icon: To create new data source & new data sets.
  11. Parameters: To add filter parameters required for report extraction.
  12. Image Manager: To add images.
  13. Cancel: To cancel the report creation process.
  14. Save as Draft: To save a report as draft.
  15. Save: To save the report. 
 Create New Data Source:  

To create new data source, navigate to Database icon >> Data source>> New data source.

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Click on the option highlighted in the image.

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Define the Data source name in a free text field or select the data source from the drop-down menu which is created at the backend & displayed. The data sources are created for all the modules. Clicking on the Save icon will save the Date sources & cancel icon discard the creation process. 

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Create New Data Sets: 

Click on the new data as shown in the image to add a new data set. 

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Click on the Shared option shown in the below image.

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Define the Data source name in a free text field or select the same data source from the drop-down menu which is created at the backend & displayed. Clicking on the Connect icon will connect the Data sets with Data source & cancel icon discard the creation process. 

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Date set's view in left side panel. User can drag & drop the required data sets / fields to be shown in the report.

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 Data source to be added to the right panel. To do that:

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  1. Data Source: Select the Data source that has been added.  
  2. Name: Define the name.
  3. Finish: To complete the process.
  4. Cancel: To discard the process. 
Format Drag & drop: 

Drag & drop the format from the widgets required to generate the report. Ex: Table. Then select the field / data sets. If the User wants more columns / rows, or any additional features, they are being provided with more flexibility to use the features.

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Change the Header of the column:

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Preview: 

Click on the Preview option to view the details. 

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Details View:

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Report view on a dashboard:

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4. New Template

New Template: 

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  1. Template Name: To define the template name.
  2. Category: To select the category for which the report needs to be generated.
  3. Mapped Action: Select the mapped action from the drop-down list. 
  4. New: To create a new template.
  5. Browse Icon: To upload a file from the device or server.
  6. Save Icon: To save file / save as to device or to server.
  7. Widgets: To provide flexibility to Users to select the formats to display the data. Ex: Table, Chart etc.
  8. View: User view options are displayed in the list. The options are Header, Footer, Grid Lines, Snap to Shape, Full Screen.
  9. Preview: To preview the report template.
  10. Settings Icon: To do settings as required. Ex: Basic settings, margin, background image etc.
  11. Data Base Icon: To create new data source & new data sets.
  12. Filter Parameters: To add filter parameters required for report extraction.
  13. Image Manager: To add images.
  14. Cancel: To cancel the report creation process.
  15. Save as Draft: To save a template as draft.
  16. Save: To save the template. 

Template View: 

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5. Edit Reports

Edit Reports:  

Navigate to the 3 dots icon & click on the edit option shown in front of the report in Reports dashboard to edit the specific report. 

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Edit Reports page is like a report creation page.

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  1. Existing Report Template view: User can view all the fields available in an existing report template & can edit as required.
  2. Update icon: User to click on the update icon displays all the fields related to the specific category. User can click on the specific field required to update.
  3. Cancel: To cancel the editing action. 
  4. Save as draft: To save the changes as draft.
  5. Save: To save the edited changes.