Reports

Modified on Tue, 8 Jun, 2021 at 12:43 AM

This article provides information about the Reports module and summarizes the key functionalities that can be performed from the Reports screen such as add, view, schedule, run a report, etc.


TABLE OF CONTENTS

Overview


The Reports module has four tabs: All, Favourite, Customer/Partner, and Schedule & Subscribers. This screen allows an authorized user to perform the following activities:

  • Create a report
  • View a report
  • Edit a report
  • Run a report
  • Schedule a report
  • Manage subscriber, etc. 

All tabs in the Reports screen are provided with a specific purpose as summarized below:

  • All tab allows to view and run all standard and custom reports.
  • Favourite tab allows to view and run the standard reports.
  • Customer/Partner tab allows to create, view, and delete the customer/partner reports.
  • Schedule & Subscribers tab allows to create, edit, delete a schedule, and manage subscribers.


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