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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 21.1
edited by Lana
on 2025/12/10 23:12
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To version 25.3
edited by Lana
on 2025/12/10 23:16
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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).
234 +
235 +[[image:Screenshot 2025-12-10 at 20.11.53.png]]
236 +
237 +Figure 4.1 – Rights to flexible reports in the user settings
238 +
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.
248 +
249 +[[image:Screenshot 2025-12-10 at 20.14.18.png]]
250 +
251 +Fig.5.1 – Create report form
252 +
253 +**Important:** When selecting Per interval while creating a report for a day, month, or year, the system will generate multiple reports - one for each day, month, or year within the user-defined interval based on the selected template.
254 +
255 +In reports for a period (daily, monthly, or annual), the period should always be specified when creating the report.
256 +
257 +**2. automatically** – configuring autogeneration in the settings [[image:Screenshot 2025-12-10 at 20.14.58.png||height="32" width="32"]] of the template in the template list. In the pop-up window (see Fig. 5.2), define the report generation schedule by specifying a Cron expression, or use the UI-based Cron editor (opened by clicking the button [[image:Screenshot 2025-12-10 at 20.15.23.png||height="28" width="29"]]) to configure the schedule interactively, then confirm the settings (see Fig. 5.3). When the "Past period" switch is set, the previous day/month/year will be used when generating the report. When the "Current period" switch is set, the current day/month/year will be used when generating the report.
258 +
259 +When generating reports automatically, reports can be saved to a network resource and/or sent by e-mail. To enable these options, select the corresponding items (see Fig. 5.2).
260 +
261 +**Important:**
262 +
263 +* When saving to a network resource, the CENTO server should have network access to the specified location.
264 +* To send reports by e-mail, a mail server should be configured in the corresponding CENTO module. Mail server configuration is described in the Setup Manual: Mail Servers.
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