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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 19.1
edited by Lana
on 2025/12/10 23:11
Change comment: Uploaded new attachment "Screenshot 2025-12-10 at 20.11.01.png", version {1}
To version 24.1
edited by Lana
on 2025/12/10 23:15
Change comment: Uploaded new attachment "Screenshot 2025-12-10 at 20.14.58.png", version {1}

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223 223  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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225 -4.
225 += 4. MANAGING ACCESS RIGHTS TO REPORTS =
226 +
227 +Access rights management for flexible reports is based on the information model. The configuration of the information model is detailed in the Information Model Configuration Manual.
228 +
229 +Depending on the task, either a separate structure can be created for flexible reports, or an existing one can be used.
230 +
231 +To link a report to an object, open the template editing form (see Fig. 3.2) by clicking the template settings button [[image:Screenshot 2025-12-10 at 20.11.01.png||height="33" width="33"]]next to a template, and select an information model object in the Object field.
232 +
233 +Next, find the selected object in the User access rights interface (Settings – System – User Access Rights) and use the check marks in the Flexible Reports line to select which roles will have access to the flexible report bound to the object (Fig. 4.1).
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235 +[[image:Screenshot 2025-12-10 at 20.11.53.png]]
236 +
237 +Figure 4.1 – Rights to flexible reports in the user settings
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239 +Users without roles that have access to flexible reports bound to an object will not see those reports in the list of available templates.
240 +
241 += 5. REPORT MANAGEMENT =
242 +
243 +Reports are generated based on the uploaded templates using the "Create report" button [[image:Screenshot 2025-12-10 at 20.12.49.png||height="26" width="26"]].
244 +
245 +Report generation can be performed in the following ways:
246 +
247 +**~1. manually** – by clicking the "Create report" button [[image:Screenshot 2025-12-10 at 20.12.49.png||height="26" width="26"]] in the field of the template in the "Template list". In the pop-up window (see Figure 5.1), enter the report name, select **In a day** or **Per interval** for which the report(s) will be generated, and then click the button [[image:Screenshot 2025-12-10 at 20.13.37.png||height="26" width="62"]] to proceed.
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