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Changes for page 6. Flexible Reports Guide

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244 244  
245 245  Report generation can be performed in the following ways:
246 246  
247 -**manually** – by clicking the "Create report" button
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.
265 +
266 +Then, click the button [[image:Screenshot 2025-12-10 at 20.17.04.png||height="27" width="55"]] in the Template setup window.
267 +
268 +[[image:Screenshot 2025-12-10 at 20.17.46.png]]
269 +
270 +Fig.5.2 – Template setup window
271 +
272 +To display reports generated using the selected templates on the right side of the screen (Report list), select the templates in the "Template list" by selecting the appropriate checkboxes (see Fig.5.4). Templates can be filtered by name and type.
273 +
274 +The created report can be downloaded [[image:Screenshot 2025-12-10 at 20.19.04.png||height="31" width="29"]] in Excel format or deleted [[image:Screenshot 2025-12-10 at 20.19.29.png||height="32" width="31"]] by marking the unwanted report with a checkmark.
275 +
276 +The report created in Excel format is shown in Fig. 5.5. All formulas, charts, and cell formatting specified in the template are preserved in the report file.
277 +
278 +The report manager has tools for maintaining report versioning. When clicking the "Copy" button [[image:Screenshot 2025-12-10 at 20.20.56.png||height="28" width="28"]], the report is copied, and the suffix "- v1", "- v2", etc. is added to its name.
279 +
280 +The created version is included in the nested list under the root report (see Fig.5.7). The new version can be renamed, copied, downloaded, uploaded, or deleted regardless of the original report.
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