The reporting module is used for scheduling your dashboards to be sent as reports. Each of your saved dashboards can be setup to automatically generate scheduled reports with their data at any time.
- Reporting Module: The Reporting module is located here in the left hand navigation.
- Search Filters: Use this to quickly find the any report you have setup.
- New Report: When clicked this button takes you to the new report setup page.
Actions: This section allows users to:
- Edit: When clicked it brings up the settings for that report for you to edit.
- Delete: When clicked it brings up a confirmation box to confirm the deletion of the report.
- Schedule: When clicked it takes you to the scheduling options for that report.
- Unscheduled Reports: Any dashboards that have not yet been setup for scheduled reporting will show here.
- New Report: When clicked, this button takes you to the new report setup page.
- Scheduled Reports: All scheduled reports will be visible here along with a summary of the report settings and the option to toggle the report status between Active and Inactive.