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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 36.1
edited by Lana
on 2025/12/10 23:49
Change comment: There is no comment for this version
To version 35.2
edited by Lana
on 2025/12/10 23:48
Change comment: There is no comment for this version

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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.
191 191  
192 -[[image:Screenshot 2025-12-10 at 19.50.16.png||height="448" width="493"]]
192 +[[image:Screenshot 2025-12-10 at 19.50.16.png]]
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).
207 207  
208 -[[image:Screenshot 2025-12-10 at 19.53.57.png||height="527" width="1094"]]
208 +[[image:Screenshot 2025-12-10 at 19.53.57.png]]
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).
236 236  
237 -[[image:Screenshot 2025-12-10 at 20.11.53.png||height="437" width="1097"]]
237 +[[image:Screenshot 2025-12-10 at 20.11.53.png]]
238 238  
239 239  Figure 4.1 – Rights to flexible reports in the user settings
240 240  
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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.
250 250  
251 -[[image:Screenshot 2025-12-10 at 20.14.18.png||height="207" width="532"]]
251 +[[image:Screenshot 2025-12-10 at 20.14.18.png]]
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.
269 269  
270 -[[image:Screenshot 2025-12-10 at 20.17.46.png||height="555" width="496"]]
270 +[[image:Screenshot 2025-12-10 at 20.17.46.png]]
271 271  
272 272  Fig.5.2 – Template setup window
273 273