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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 44.1
edited by Sergei
on 2025/12/20 12:32
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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36 36  
37 37  The template can contain multiple sheets, Excel formulas, charts, conditional formatting, and a summary report. An example of the generated sheet of an .xlsx file is shown in Figure 2.1.
38 38  
39 -[[image:1766251887280-599.png]]
40 -
41 -Fig.2.1 – Report template
42 -
43 43  == 2.2. Timestamps ==
44 44  
45 45  Timestamps can be specified in the query language. They are designed to transmit information about the date and time associated with the report.  There are four types of timestamps:
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193 193  
194 194  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.
195 195  
196 -[[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]]
197 197  
198 198  Fig.3.2 – Template upload form
199 199  
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209 209  
210 210  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).
211 211  
212 -[[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]]
213 213  
214 214  Fig.3.3 – Interactive mode
215 215  
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238 238  
239 239  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).
240 240  
241 -[[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]]
242 242  
243 243  Figure 4.1 – Rights to flexible reports in the user settings
244 244  
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252 252  
253 253  **~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.
254 254  
255 -[[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]]
256 256  
257 257  Fig.5.1 – Create report form
258 258  
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271 271  
272 272  Then, click the button [[image:Screenshot 2025-12-10 at 20.17.04.png||height="27" width="55"]] in the Template setup window.
273 273  
274 -[[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]]
275 275  
276 276  Fig.5.2 – Template setup window
277 277  
278 -[[image:5.3..png||height="493" width="492"]]
279 -
280 -Fig.5.3 – Autogeneration of cron rules
281 -
282 282  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.
283 283  
284 -[[image:Screenshot 2025-12-16 183447.png]]
285 -
286 -Fig.5.4 – Flexible Reports Manager window
287 -
288 288  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.
289 289  
290 290  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.
291 291  
292 -[[image:Screenshot 2025-12-16 183927.png]]
293 -
294 -Fig.5.5 – Report generated in Excel format
295 -
296 296  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.
297 297  
298 -The created version is included in the nested list under the root report (see Fig.5.6). The new version can be renamed, copied, downloaded, uploaded, or deleted regardless of the original report.[[image:Screenshot 2025-12-16 184124.png]]
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.
299 299  
300 -Fig.5.6 – Nested versions of the generated report
301 -
302 302  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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