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.