# 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: [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/pYbimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/pYbimage.png)
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. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/r1Iimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/r1Iimage.png)
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. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/ROJimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/ROJimage.png)
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. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/P2Oimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/P2Oimage.png)
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 [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/8qSimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/8qSimage.png) ##### New Report Creation Page: [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/5jUimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/5jUimage.png)
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. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/REIimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/REIimage.png) Click on the option highlighted in the image. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/sy5image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/sy5image.png) 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. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/4yyimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/4yyimage.png) ##### Create New Data Sets: Click on the new data as shown in the image to add a new data set. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/hMOimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/hMOimage.png) Click on the Shared option shown in the below image. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/905image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/905image.png) 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. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/CzIimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/CzIimage.png) Date set's view in left side panel. User can drag & drop the required data sets / fields to be shown in the report. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Qu2image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Qu2image.png) Data source to be added to the right panel. To do that: [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/g0ximage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/g0ximage.png)
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. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/v1Fimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/v1Fimage.png) Change the Header of the column: [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/DKximage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/DKximage.png)[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/IcRimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/IcRimage.png) ##### Preview: Click on the Preview option to view the details. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/HX8image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/HX8image.png) ##### Details View: [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/MXMimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/MXMimage.png) ##### ##### Report view on a dashboard: [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Da4image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Da4image.png)
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# 4. New Template #### New Template: [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/XhJimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/XhJimage.png)
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: [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Lwwimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Lwwimage.png)
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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. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/C9Nimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/C9Nimage.png) Edit Reports page is like a report creation page. [![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/g1Oimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/g1Oimage.png)
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.
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