Difference between revisions of "Reporting"
Jump to navigation
Jump to search
Paul Chapman (talk | contribs) |
Paul Chapman (talk | contribs) |
||
| (36 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
==Reporting in Ellserve== | ==Reporting in Ellserve== | ||
| − | |||
| − | {| class="wikitable" style="text-align: left; color: black;" | + | Ellserve reporting is designed to output data in user-defined formats either to screen in html format or as a downloadable csv file. |
| − | !'''Access | + | |
| + | Useful report definitions can be stored for later use using the same [[Date Picker Configuration#Using the date picker|absolute/relative date settings]] used in on-screen controls. | ||
| + | |||
| + | {| class="wikitable" style="text-align: left; color: black; width: 700px;" | ||
| + | !'''Access''' | ||
| | | | ||
| − | :The Reporting section is accessed by clicking on the "Reporting" tab in the '''[[Ellserve:Header Banner |Header Banner]]''' | + | :The Reporting section is accessed by clicking on the "Reporting" tab in the '''[[Ellserve:Header Banner |Header Banner]] [[File:RepBanner.PNG|center|500px|Frame|Report Tab]]''' |
|- | |- | ||
!'''Purpose''' | !'''Purpose''' | ||
| | | | ||
| − | :The Reporting section | + | :The Reporting section provides to the tools required to create a '''[[Ellserve:Glossary#Report|Report]]''' and previously saved Report Definitions.. |
|} | |} | ||
| + | [[Ellserve:Ellserve|Home]] | ||
| − | |||
| − | |||
| − | |||
| + | ====Reporting data==== | ||
| + | The following data types can be included in reports: | ||
| + | * [[Time Series Data|Time series (monthly)]] | ||
| + | * [[Descriptive Data|Descriptive (account and ICP properties)]] | ||
| + | * [[User-defined|User-defined]] | ||
| + | * [[Derived|Derived]] | ||
| − | + | ''Note: A feature to download invoice [[Source Data|source data]] is provided separately in the [[Invoice Browser|invoice browser control]].'' | |
| − | + | ====Reporting functions==== | |
| + | =====[[Report Definition|Defining reports]]===== | ||
| + | =====[[Ellserve:Saved Report Definitions|Saving and retrieving reports]]===== | ||
| − | |||
| − | |||
[[Ellserve:Ellserve|Home]] | [[Ellserve:Ellserve|Home]] | ||
Latest revision as of 10:09, 7 October 2013
Reporting in Ellserve
Ellserve reporting is designed to output data in user-defined formats either to screen in html format or as a downloadable csv file.
Useful report definitions can be stored for later use using the same absolute/relative date settings used in on-screen controls.
| Access |
|
|---|---|
| Purpose |
|
Reporting data
The following data types can be included in reports:
Note: A feature to download invoice source data is provided separately in the invoice browser control.