Changes for page 6. Flexible Reports Guide
Last modified by Iaroslav Platonov on 2026/06/08 15:20
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... ... @@ -186,62 +186,3 @@ 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. 224 - 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). 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 -**manually** – by clicking the "Create report" button
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