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Changes for page 6. Flexible Reports Guide

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175 175  
176 176  Thus, the formula **y-m-d1:*:el-dev-201-ea_imp-30m:sum** can be replaced by the formula **y-m-d1:*:E123457ea_imp:sum**. A similar logic applies to all the formulas described above.
177 177  
178 -3. MANAGING REPORT TEMPLATES
178 += 3. MANAGING REPORT TEMPLATES =
179 179  
180 180  Flexible reports are managed in the Flexible Reports window accessible using the **Reports menu: Reports -> Flexible Reports**.
181 181  
182 182  A template generated in accordance with the query language specified in Section 1 is uploaded to the Flexible Reports page (see Figure 3.1) by clicking the (Create Template) button [[image:Screenshot 2025-12-10 at 19.48.07.png||height="27" width="29"]] in the upper-right corner of the template list.
183 183  
184 +[[image:Screenshot 2025-12-10 at 19.48.44.png]]
185 +
186 +Figure 3.1 – Flexible Report Template Management window
187 +
188 +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.
189 +
190 +[[image:Screenshot 2025-12-10 at 19.50.16.png]]
191 +
192 +Fig.3.2 – Template upload form
193 +
194 +The template** **type can be annual, monthly, daily, as well as annual for the period, monthly for the period, and daily for the period. It is selected depending on the requirements for the report. **The template type** affects the type of calendar when generating reports, the possibility of autogeneration (only annual, monthly, and daily reports are automatically generated), as well as the applicability of timestamps and query types in section 2 of this manual.
195 +
196 +The **Object** field is used to select an object of the information model. Linking a report to an object differentiates access to reports and filter templates in the table.
197 +
198 +The **Category** field is used to generate reports based on the "Balances" module.
199 +
200 +All the templates can be downloaded to the PC using the "Download" button [[image:Screenshot 2025-12-10 at 19.50.54.png||height="23" width="23"]] and uploaded using the ”Select a file” button [[image:Screenshot 2025-12-10 at 19.51.40.png||height="25" width="229"]] in the template settings window, which opens when clicking on the "Template setup" button [[image:Screenshot 2025-12-10 at 19.52.09.png||height="25" width="26"]].
201 +
202 +A template can be deleted using the "Delete selected" button [[image:Screenshot 2025-12-10 at 19.52.40.png||height="27" width="27"]] after selecting the checkboxes next to the templates in the first column of the template list (see Figure 3.1).
203 +
204 +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).
205 +
206 +[[image:Screenshot 2025-12-10 at 19.53.57.png]]
207 +
208 +Fig.3.3 – Interactive mode
209 +
210 +The interactive mode enables working with the report directly through the web interface without downloading or uploading an Excel file. In this mode, the report and all calculation results can be viewed, the display start time can be selected, the report can be downloaded as an .xlsx file, and the report can be edited using the button [[image:Screenshot 2025-12-10 at 19.54.33.png||height="21" width="68"]].
211 +
212 +In editing mode (see Fig. 3.4), both Excel formulas and CENTO queries within the report can be viewed and edited as described in Section 2 of this manual.
213 +
214 +[[image:Screenshot 2025-12-10 at 19.55.19.png]]
215 +
216 +Fig.3.4 – Editing mode
217 +
218 +In the editing mode interface, report sheets are shown in the lower-left corner, allowing switching between them (however, new sheets can only be added via Excel when uploading a template). The lower-right corner contains buttons and a zoom slider.
219 +
220 +
221 +To edit the contents of a cell, double-click on the cell with the left mouse button.
222 +
223 +After editing, the report should be saved [[image:Screenshot 2025-12-10 at 19.55.47.png||height="26" width="77"]] and switched back to view mode [[image:Screenshot 2025-12-10 at 19.56.08.png||height="27" width="120"]] to verify the results. All changes made are applied instantly, allowing immediate result checking.
224 +
225 += 4. MANAGING ACCESS RIGHTS TO REPORTS =
226 +
227 +Access rights management for flexible reports is based on the information model. The configuration of the information model is detailed in the Information Model Configuration Manual.
228 +
229 +Depending on the task, either a separate structure can be created for flexible reports, or an existing one can be used.
230 +
231 +To link a report to an object, open the template editing form (see Fig. 3.2) by clicking the template settings button [[image:Screenshot 2025-12-10 at 20.11.01.png||height="33" width="33"]]next to a template, and select an information model object in the Object field.
232 +
233 +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).
234 +
235 +[[image:Screenshot 2025-12-10 at 20.11.53.png]]
236 +
237 +Figure 4.1 – Rights to flexible reports in the user settings
238 +
239 +Users without roles that have access to flexible reports bound to an object will not see those reports in the list of available templates.
240 +
241 += 5. REPORT MANAGEMENT =
242 +
243 +Reports are generated based on the uploaded templates using the "Create report" button [[image:Screenshot 2025-12-10 at 20.12.49.png||height="26" width="26"]].
244 +
245 +Report generation can be performed in the following ways:
246 +
247 +**~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.
248 +
249 +[[image:Screenshot 2025-12-10 at 20.14.18.png]]
250 +
251 +Fig.5.1 – Create report form
252 +
253 +**Important:** When selecting Per interval while creating a report for a day, month, or year, the system will generate multiple reports - one for each day, month, or year within the user-defined interval based on the selected template.
254 +
255 +In reports for a period (daily, monthly, or annual), the period should always be specified when creating the report.
256 +
257 +**2. automatically** – configuring autogeneration in the settings [[image:Screenshot 2025-12-10 at 20.14.58.png||height="32" width="32"]] of the template in the template list. In the pop-up window (see Fig. 5.2), define the report generation schedule by specifying a Cron expression, or use the UI-based Cron editor (opened by clicking the button [[image:Screenshot 2025-12-10 at 20.15.23.png||height="28" width="29"]]) to configure the schedule interactively, then confirm the settings (see Fig. 5.3). When the "Past period" switch is set, the previous day/month/year will be used when generating the report. When the "Current period" switch is set, the current day/month/year will be used when generating the report.
258 +
259 +When generating reports automatically, reports can be saved to a network resource and/or sent by e-mail. To enable these options, select the corresponding items (see Fig. 5.2).
260 +
261 +**Important:**
262 +
263 +* When saving to a network resource, the CENTO server should have network access to the specified location.
264 +* To send reports by e-mail, a mail server should be configured in the corresponding CENTO module. Mail server configuration is described in the Setup Manual: Mail Servers.
265 +
266 +Then, click the button [[image:Screenshot 2025-12-10 at 20.17.04.png||height="27" width="55"]] in the Template setup window.
267 +
268 +[[image:Screenshot 2025-12-10 at 20.17.46.png]]
269 +
270 +Fig.5.2 – Template setup window
271 +
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