Difference between revisions of "Reporting"

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Ellserve reporting is designed to output data in user-defined formats either to screen in html format or as a downloadable csv file.
 
Ellserve reporting is designed to output data in user-defined formats either to screen in html format or as a downloadable csv file.
  
[[File:RepBanner.PNG|right|500px|Frame|Report Tab]]
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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"
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{| class="wikitable" style="text-align: left; color: black; width: 700px;"
 
!'''Access'''
 
!'''Access'''
 
|
 
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:The Reporting section is accessed by clicking on the "Reporting" tab in the '''[[Ellserve:Header Banner |Header Banner]]'''
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: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]]'''
 
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!'''Purpose'''
 
!'''Purpose'''
 
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:The Reporting section gives you access to the tools required to create a '''[[Ellserve:Glossary#Report|Report]]''' and previously saved Report Definitions..
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:The Reporting section provides to the tools required to create a '''[[Ellserve:Glossary#Report|Report]]''' and previously saved Report Definitions..
 
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|}
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[[Ellserve:Ellserve|Home]]
  
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[[File:CreateSaved.PNG|right]]
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====Reporting data====
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The following data types can be included in reports:
  
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* [[Time Series Data|Time series (monthly)]]
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* [[Descriptive Data|Descriptive (account and ICP properties)]]
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* [[User-defined|User-defined]]
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* [[Derived|Derived]]
  
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''Note: A feature to download invoice [[Source Data|source data]] is provided separately in the [[Invoice Browser|invoice browser control]].''
  
<span style="color:#2E5894"> >> To access the Create a Report section click on the "Create" tab as shown in the diagram to the right.
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====Reporting functions====
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=====[[Report Definition|Defining reports]]=====
  
<span style="color:#2E5894"> >> To access previously saved Report Definitions click on the "Saved" tab as shown in the diagram to the right.
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=====[[Ellserve:Saved Report Definitions|Saving and retrieving reports]]=====
  
  
=== [[Ellserve:Creating a Report |Creating a Report]] ===
 
 
=== [[Ellserve:Saved Report Definitions |Saved Report Definitions]] ===
 
  
 
[[Ellserve:Ellserve|Home]]
 
[[Ellserve:Ellserve|Home]]

Latest revision as of 11:09, 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
The Reporting section is accessed by clicking on the "Reporting" tab in the Header Banner
Report Tab
Purpose
The Reporting section provides to the tools required to create a Report and previously saved Report Definitions..

Home


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.

Reporting functions

Defining reports
Saving and retrieving reports

Home