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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
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edited by Lana
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186 186  Figure 3.1 – Flexible Report Template Management window
187 187  
188 188  After clicking the button [[image:Screenshot 2025-12-10 at 19.48.07.png||height="27" width="29"]] (see Figure 3.1), a download dialog box will open. Enter the template name, type, object, and category in this dialog box. Then, select the template file (Excel file), configure auto generation if needed, select a network resource and/or email address for saving automatically generated reports (see Figure 3.2), and click the button [[image:Screenshot 2025-12-10 at 19.49.45.png||height="23" width="46"]] to complete.
189 +
190 +[[image:Screenshot 2025-12-10 at 19.50.16.png]]
191 +
192 +Fig.3.2 – Template upload form
193 +
194 +The template** **type can be annual, monthly, daily, as well as annual for the period, monthly for the period, and daily for the period. It is selected depending on the requirements for the report. **The template type** affects the type of calendar when generating reports, the possibility of autogeneration (only annual, monthly, and daily reports are automatically generated), as well as the applicability of timestamps and query types in section 2 of this manual.
195 +
196 +The **Object** field is used to select an object of the information model. Linking a report to an object differentiates access to reports and filter templates in the table.
197 +
198 +The **Category** field is used to generate reports based on the "Balances" module.
199 +
200 +All the templates can be downloaded to the PC using the "Download" button [[image:Screenshot 2025-12-10 at 19.50.54.png||height="23" width="23"]] and uploaded using the ”Select a file” button [[image:Screenshot 2025-12-10 at 19.51.40.png||height="25" width="229"]] in the template settings window, which opens when clicking on the "Template setup" button [[image:Screenshot 2025-12-10 at 19.52.09.png||height="25" width="26"]].
201 +
202 +A template can be deleted using the "Delete selected" button [[image:Screenshot 2025-12-10 at 19.52.40.png||height="27" width="27"]] after selecting the checkboxes next to the templates in the first column of the template list (see Figure 3.1).
203 +
204 +The **“Interactive mode”** button [[image:Screenshot 2025-12-10 at 19.53.19.png||height="28" width="27"]] enables the report mode in the web interface. When interactive mode is enabled, the report opens in the web version of Excel spreadsheets (Fig. 3.3).
205 +
206 +[[image:Screenshot 2025-12-10 at 19.53.57.png]]
207 +
208 +Fig.3.3 – Interactive mode
209 +
210 +The interactive mode enables working with the report directly through the web interface without downloading or uploading an Excel file. In this mode, the report and all calculation results can be viewed, the display start time can be selected, the report can be downloaded as an .xlsx file, and the report can be edited using the button [[image:Screenshot 2025-12-10 at 19.54.33.png||height="21" width="68"]].
211 +
212 +In editing mode (see Fig. 3.4), both Excel formulas and CENTO queries within the report can be viewed and edited as described in Section 2 of this manual.
213 +
214 +[[image:Screenshot 2025-12-10 at 19.55.19.png]]
215 +
216 +Fig.3.4 – Editing mode
217 +
218 +In the editing mode interface, report sheets are shown in the lower-left corner, allowing switching between them (however, new sheets can only be added via Excel when uploading a template). The lower-right corner contains buttons and a zoom slider.
219 +
220 +
221 +To edit the contents of a cell, double-click on the cell with the left mouse button.
222 +
223 +After editing, the report should be saved [[image:Screenshot 2025-12-10 at 19.55.47.png||height="26" width="77"]] and switched back to view mode [[image:Screenshot 2025-12-10 at 19.56.08.png||height="27" width="120"]] to verify the results. All changes made are applied instantly, allowing immediate result checking.
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