Difference between revisions of "ReportsFAQ"

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-Reports can be downloaded in two ways, by creating and Running a new Report Definition or by Running a previously saved Report Definition.
-[[File:New Reports.PNG|550px|thumb|right|The Create a Report Area]]
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-Note: The filters in the Reporting section work as described in '''[[Ellserve:Filtering Functions |Filtering Functions]]'''. However they function independently to any filters set in the '''[[Ellserve:Ellserve Data |Data]]''' section. Filters should be set as described in '''[[Ellserve:Filtering Functions |Filtering Functions]]''' to filter out all but the required data '''before''' defining the rest of the Report.
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-===Creating a New Report Definition===
-#If you are not already seeing the Create a Report Area, click on the Create tab at the top left to open it up
-#Give your Report a unique name by clicking in the ''Report Name'' box and typing
-#Select how you want the Report to group data by checking the correct box in the ''Group By'' area
-#Select how you want the Report to be Rendered by checking the correct box in the ''Render As'' area.
-##CSV - Report will be downloaded as a CSV file which can be viewed in excel
-##HTML - Report will open in a new tab as a HTML file
-#Select whether you want Monthly, Quarterly or Yearly data by choosing from the drop down list in the ''Report Settings'' area
-#If ''Account'' or ''ICP'' is selected in the ''Group By'' area then use the "Values Selector" to move Values between the two boxes to select which values you wish to be displayed in the Report. If ''Category'' is selected then select which group data is to be organised by from the drop down list (this list is only visible when category is selected).
-#Select which ''Account Data Values'' you wish to be displayed in the report. This is done by clicking on the blue pencil to the left of the row you wish to edit. Three drop down boxes will appear. Select the values you want to be displayed in the Report, and then click the blue tick to confirm your selection. It is possible to select multiple values.
-#Select the date range which the report is to be ran for using the date selector as described '''[[Ellserve:Generic_Features#Date_Range_Selector|Here]]'''.
-#Click ''Run Report'' to run the Report or ''Save Report'' to save the Report Definition.
-If you select CSV in the ''Render As'' area then you will be able to save the Report to your computer as a CSV or Excel file.
-===Running a Previously Saved Report Definition===
-[[File:Saved Report.PNG|400px|thumb|right|Saved Reports]]
-#Click on the required Report Definition from the list
-#This Report Definition will now load in the Create a Report Area, where it can be Ran or edited from.
-[[Ellserve:Ellserve|Home]] - [[Ellserve:FAQ's|Back]]

Difference between revisions of "ReportsFAQ"

Latest revision as of 14:44, 4 October 2013

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