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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 35.2
edited by Lana
on 2025/12/10 23:48
Change comment: There is no comment for this version
To version 37.1
edited by Lana
on 2025/12/17 21:19
Change comment: Uploaded new attachment "5.3..png", version {1}

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189 189  
190 190  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.
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193 193  
194 194  Fig.3.2 – Template upload form
195 195  
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205 205  
206 206  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).
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209 209  
210 210  Fig.3.3 – Interactive mode
211 211  
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234 234  
235 235  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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238 238  
239 239  Figure 4.1 – Rights to flexible reports in the user settings
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248 248  
249 249  **~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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252 252  
253 253  Fig.5.1 – Create report form
254 254  
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267 267  
268 268  Then, click the button [[image:Screenshot 2025-12-10 at 20.17.04.png||height="27" width="55"]] in the Template setup window.
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271 271  
272 272  Fig.5.2 – Template setup window
273 273  
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