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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 45.2
edited by Iaroslav Platonov
on 2026/02/06 05:05
Change comment: Update document after refactoring.
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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1 1  {{toc/}}
2 2  
3 3  = 1. INTRODUCTION =
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34 34  
35 35  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.
36 36  
37 -[[image:1766251887280-599.png]]
38 -
39 -Fig.2.1 – Report template
40 -
41 41  == 2.2. Timestamps ==
42 42  
43 43  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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191 191  
192 192  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.
193 193  
194 -[[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]]
195 195  
196 196  Fig.3.2 – Template upload form
197 197  
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207 207  
208 208  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).
209 209  
210 -[[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]]
211 211  
212 212  Fig.3.3 – Interactive mode
213 213  
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236 236  
237 237  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).
238 238  
239 -[[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]]
240 240  
241 241  Figure 4.1 – Rights to flexible reports in the user settings
242 242  
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250 250  
251 251  **~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.
252 252  
253 -[[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]]
254 254  
255 255  Fig.5.1 – Create report form
256 256  
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269 269  
270 270  Then, click the button [[image:Screenshot 2025-12-10 at 20.17.04.png||height="27" width="55"]] in the Template setup window.
271 271  
272 -[[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]]
273 273  
274 274  Fig.5.2 – Template setup window
275 275  
276 -[[image:5.3..png||height="493" width="492"]]
277 -
278 -Fig.5.3 – Autogeneration of cron rules
279 -
280 280  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.
281 281  
282 -[[image:Screenshot 2025-12-16 183447.png]]
283 -
284 -Fig.5.4 – Flexible Reports Manager window
285 -
286 286  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.
287 287  
288 288  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.
289 289  
290 -[[image:Screenshot 2025-12-16 183927.png]]
291 -
292 -Fig.5.5 – Report generated in Excel format
293 -
294 294  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.
295 295  
296 -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.
297 297  
298 -Fig.5.6 – Nested versions of the generated report
299 -
300 300  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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