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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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