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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 28.1
edited by Lana
on 2025/12/10 23:19
Change comment: Uploaded new attachment "Screenshot 2025-12-10 at 20.19.04.png", version {1}
To version 34.1
edited by Lana
on 2025/12/10 23:45
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269 269  
270 270  Fig.5.2 – Template setup window
271 271  
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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.
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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.
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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.
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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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282 +Report versions can also be created by uploading a previously downloaded and edited Excel file. To do this, click the "Download [[image:Screenshot 2025-12-10 at 20.43.44.png||height="24" width="24"]]" button on the report version, select the file of the downloaded version in the pop-up window, and click the button [[image:Screenshot 2025-12-10 at 20.44.40.png||height="26" width="47"]]. Reports created by the user can be hidden and published to other users using the "Hide/Publish" button [[image:Screenshot 2025-12-10 at 20.45.11.png||height="34" width="68"]]. Hidden reports are visible only to the user who generated them.
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