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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. 
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