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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 20.1
edited by Lana
on 2025/12/10 23:11
Change comment: Uploaded new attachment "Screenshot 2025-12-10 at 20.11.53.png", version {1}
To version 23.1
edited by Lana
on 2025/12/10 23:14
Change comment: Uploaded new attachment "Screenshot 2025-12-10 at 20.14.18.png", version {1}

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231 231  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.
232 232  
233 233  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]]
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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.
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241 += 5. REPORT MANAGEMENT =
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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"]].
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245 +Report generation can be performed in the following ways:
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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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