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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 38.1
edited by Lana
on 2025/12/17 21:19
Change comment: Uploaded new attachment "Screenshot 2025-12-16 183447.png", version {1}
To version 40.1
edited by Lana
on 2025/12/17 21:21
Change comment: Uploaded new attachment "Screenshot 2025-12-16 184124.png", version {1}

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271 271  
272 272  Fig.5.2 – Template setup window
273 273  
274 +[[image:5.3..png||height="493" width="492"]]
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276 +Fig.5.3 – Autogeneration of cron rules
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274 274  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.
275 275  
280 +[[image:Screenshot 2025-12-16 183447.png]]
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282 +Fig.5.4 – Flexible Reports Manager window
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276 276  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.
277 277  
278 278  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.
279 279  
288 +[[image:Screenshot 2025-12-16 183927.png]]
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290 +Fig.5.5 – Report generated in Excel format
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280 280  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.
281 281  
282 282  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.
283 283  
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284 284  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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