The reporting page can be found using the following path from the home page: Home -> Report 3.X.
As a user you will find all the reports that you have access to here. Access is determined by the admin and is based on your privilege level.
We can divide the Reports section into several parts:
In the Main table section, the user can find a list of all available Reports with checkbox next to each one, their Status, who and when Requested it. What is the Output format and Parameters and the Action column which allows user to Download, Preserve or Delete any report in the table.
Here the user can "Download" the multiple reports at once and get it in the format that was defined on run. Once the report is downloaded, the user should see a positive message and the "Download report" button will disappear from the list.
In the "Run Report" section, the user has multiple options depending on how the administrator configured the report. If the report has multiple options defined, the select field will become a dropbox and allows user to choose the Report, Location and Format. First the user needs to choose the Report, otherwise any other fields will be blank.
After all of the data has been provided, the "Run" button becomes active and changes its color. Also user can click on the Cancel button anytime and the Run Report section will be closed.
Once the report has been run. The Run Report tab should be automatically closed, a positive message should appear and the report should be available in the Main Table
Report schedule can also be divided into several parts:
In the Main table section, the user can find a list of all available Reports, their Status, Schedule date, Next run date and the Action column which allows user to Edit & Delete Schedule
Here the user can "Edit" or "Delete" chosen schedule.
After clicking on the "Edit" button the Edit Scheduled Report section will open. the user can select one of the available option for date:
And the Output format from the select dropbox.
After all of the required data has been provided, the "Save" button becomes active and changes its color. Also user can click on the Cancel button anytime and the Edit Scheduled Report section will be closed.
Once the report has been scheduled. The Edit Scheduled Report tab should be closed, a positive message should appear and the Status of the chosen report should be changed from "Not Scheduled" to "Scheduled" in the Main table
After clicking on the Delete Schedule button, The confirmation dialog should appear with option to choose "No" or "Yes".
After confirming it (Click Yes), a positive message should appear and the Status of the chosen report should return to "Not Scheduled" in the Main table