Reports

Search - Search by the data in various visible columns of the table

Filter Reports Table - Filter by the columns headers shown in the table

Add Report - Add a new Report

Type - Pre-configured types of report

Name - Name of the report

User - Defaults to the logged in user. You can chose any other user who is under you in the hierarchy and that User detail is available to be used within the Report. Please note that Report needs to be configured to use that User detail

Report Start Date - Date which can be used within the Report configuration to filter data to be used in the report

Report End Date - Date which can be used within the Report configuration to filter data to be used in the report

Send email? - Enable if you would like to send this report as an email once generated on server

Emails - Comma-separated well-formed email addresses to send the report to

You can use the Add Report form on the top-right of the screen to add a new report based on configured Report type

Reports get generated on the server. As soon as you add a report, they are moved to Sync state. You need to Sync to send the report generation request to the server

Post Sync, the Report gets Queued to be generated on the server. It takes anywhere between a few minutes to an hour to generate the report. This is dependent on Server load, Report complexity and amount of data on which the Report needs to work

Once the Report is ready, one of the Syncs will get the status from the server and you will see a Download button in the Report line. You can now download the Report from the server

If you have enabled emailing to listed email address, those email IDs will be sent the report as a CSV attachment once it is ready on the server