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: