Section 7 Reports

Section 7 Reports

Reports

The Reports Page is like the dashboard but for managers not the general user. A manager can build custom reports and create a custom dashboard view for a project and/or collection of records. Each report is then added to the page as a tile layout component  on the Reports Page. Managers can create and save different report pages which appear as an item in the navigation tree. The report pages can be distributed as dashboards to users, groups, or roles.

Section 7.1    List of Available Reports

Each available report is listed in the Reports menu. Select the report to view the content.


Section 7.2   Export Reports

Users with access can download the report from the Export Reports menu when a report is exported or if it is generated on a schedule.

Section 7.3   Create an Export Schedule for Reports

Users with access can schedule the export of reports. Name the Schedule, provide a description (Optional), create the CRON Expression, select the Report type, enable the Schedule, and provide email recipients (Optional).

Section 7.3.1                  CRON Expressions

The CRON expression is made up of five (5) fields. Each field can have the following values:

*

*

*

*

*

Minute

(0-59)

Hour

(0-23)

Day of the Month

(1-31)

Month

(1-12)

Day of the Week

(0-6)

CRON Expression

Schedule

*****

Every minute

0****

Every hour

00***

Every day at 12:00 AM

00**FRI

At 12:00 AM, only on Friday

001**

At 12:00 AM, on day 1 of the month

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