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  us ing   a pre -built template to extract   customize it .   2. Reports Dashboard Reports Dashboard:   All Reports: To view all reports in the dynamic table. Pinned : To view only pinned reports in the dynamic table. Templates : To view  the report templates . Users can view the report template available in the system and customize it as needed. Recently Opened: To view recently opened reports. All Categories: To filter the list view based on Categories. List of Categories involves, Agent, Asset, Inventory, Case, e-PTW, Work Order, Visitor Pass. Search: To view specific record. 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.   Flag Icon: Click on this flag icon to pin the report. 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.     Pinned Reports: Displays all the pinned reports. 3 Dots Icon: Users can edit, delete or clone the report.   Templates Page View:   This page displays all the templates for Users. Customized Templates: Displa ys the templates customized by Users. Asseto Templates: Displays pre-defined templates. Search: To search specific templates.   3. New Reports New Reports :   Generate new report by navigating to Reports >> New Report       New Report Creation Page:   Report Name : To define the report name. Category: To select the category for which the report needs to be generated.   New: To create a new report. Browse Icon: To upload a file from the device or server. Save Icon: To save file / save as to device or to server. Widgets: To provide flexibility to Users to select the Widgets to display the data. View: User view opt ions are displayed in the list. The o ptions are Header, Footer, Grid Lines, Snap to Shape, Full Screen. Preview: To preview the report. Settings Icon: To do settings as required . Ex: Basic settings, margin, background image etc. Data Base Icon: To create new data source & new data sets. Parameters:  To add filter parameters required for report extraction. Image Manager: To add images. Cancel: To cancel the report creation process. Save as Draft: To save a report as draft. Save: To save the report.     Create New Data Source:   To create new data source, navigate to D atabase icon >> D ata source>> New data source.   Click on the option highlighted in the image. 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.   Create New Data Sets:   Click on the new data as shown in the image to add a new data set.     Click on the Shared option shown in the below image.   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.     Date set's view in left side panel. User can drag & drop the required data sets / fields to be shown in the report.   Data source to be added to the right panel. To do that:   Data Source: Select the Data source that has been added.   Name: Define the name. Finish: To complete the process. 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 .   Change the Header of the column:   Preview:   Click on the Preview option to view the details.     Details View:   Report view on a dashboard: 4. New Template New Template :     Template Name: To define the template name. Category: To select the category for which the report needs to be generated. Mapped Action: Select the mapped action from the drop-down list.  New: To create a new template. Browse Icon: To upload a file from the device or server. Save Icon: To save file / save as to device or to server. Widgets:  To provide flexibility to Users to select the formats to display the data. Ex: Table, Chart etc . View: User view options are displayed in the list. The options are Header, Footer, Grid Lines, Snap to Shape, Full Screen. Preview: To preview the report template . Settings Icon: To do settings as required . Ex: Basic settings, margin, background image etc. Data Base Icon: To create new data source & new data sets. Filter Parameters: To add filter parameters required for report extraction. Image Manager: To add images. Cancel: To cancel the report creation process. Save as Draft: To save a template as draft. Save: To save the template .   Template View:     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.   Edit Reports page is like a report creation page.   Existing Report Template view: User can view all the fields available in an existing report template & can edit as required . Update icon: User to click on the update icon displays all the fields related to the specific category. User can c lick on the specific field required to update. Cancel:   To cancel the editing action.   Save as draft: To save the changes as draft. Save: To save the edited changes.