Overview
The Reports screen consists of the following elements:
Element | Description | Purpose |
Add Report control | Available on the Custom tab only. Use it to add a new custom report. | |
Custom tab | A tab listing available custom reports. | Use the tab to open a custom report you need (for details see Custom reports subsection below) or create a new one. |
Common tab | A tab listing available common reports. | Use the tab to open a common report you need (for details see Common reports subsection below). |
Add Report
The control is available only for users who have "Access report generator" global permission in their role.
Use the control to start creating a new custom report. See Report Generator for the procedure.
Custom reports
To be able to view this section the user must have "Access report generator" global permission in his role.
The reports listed in this section of the screen are created using Report Generator.
The following controls are available on positioning the mouse pointer on a row:
Control | Description | Comment |
More actions | Opens a menu:
|
|
Make visible on Dashboard (for details see Dashboard visibility section below) | Click to make the report displayed on Dashboard. |
Edit report
Use this More actions menu item to open Report Generator editor for the report.
Delete report
Use this item to delete the report.
Report dashboard visibility
There are three situations linked to report dashboard visibility:
- The report dashboard visibility icon (
) appears next to a report name: this means that the report is currently displayed on Dashboard.
- With the icon not present, position the mouse pointer on a report's row and click the Make visible on Dashboard button (see the table) as it appears: as a result the report will be added to the widgets currently on display on Dashboard.
- To remove the report from the widgets currently on display on Dashboard, click the icon as it sits on the row. The report will cease to be displayed on Dashboard but will remain on the list of available widgets.