Viewing and managing reports

DMF

160903 TOOLS CROSS-FUNCTION WEB REPORTS

Reports are set up from the Desktop Application and can be displayed on the portal. The content and the layout of a report can be entirely customized to meet any specific needs. A report is used to display and combine any desired information. For example, a company can decide to create a report to display the employees' leave requests for the current month or even to track the company's revenue.

Available reports are reports for which the user has the corresponding DMFs and are not restricted depending on portals. For example, in the Help Desk Portal, reports unrelated to help desk are also accessible as long as the user has the DMFs required for the corresponding reports.

Depending on the setup, additional parameters might be required before a report can be published (for example the employee's code or a specific date). Also, some reports might only be available in one format whereas other reports might be downloaded in multiple formats.

Reports are managed from the Reports module on portals.

Note

Reports are available on Project, the Purchase Portal, the Web Portal, the Help Desk Portal, and the Sales Portal.

The Reports module is divided into multiple menus:

  • The Home menu automatically displays a report. This report can be changed at any time: the connected user decides which report to display in the home tab. For more information about adding a report to the Home page, see The Home page.
  • The My reports menu is used to display reports added as favorites.
  • The other menus display a list of all the existing reports, by category.

To open a report from the My reports menu or from the other categorized menus, click on the desired report.

Depending on the report setup, a form is displayed so you can select or specify additional parameters for the printing. In this case, specify the desired setup and click on Validate to display the report.

Note

You can click on to display the setup and modify them.

The report is displayed directly in the portal with the relevant information.

Icons are visible at the top of the screen. You can click on:

  • to go back to the reports list in the relevant tab.
  • to define the displayed report in the Home menu.
  • to add a report to the My reports menu.
  • to download the report in the desired format.
1 From the My reports menu or the other categorized menus, open the desired report.
2 Specify the setup is needed.
3 Click on at the top of the screen then click on the desired download format.

The report is downloaded on your computer.

The Home menu automatically displays a report. Each user can decide which report to display in this tab.

To add a report to the Home menu, open the desired report from the My reports menu or the other categorized menus then click on at the top of the screen.

Since there can only be one report displayed in the Home menu, the report is replaced each time a user adds a new report to the home page.

From the report, click again on to remove the report from this menu.

The My reports menu enables users to add reports as favorites in order to quickly find them.

To add a report to the Home menu, open the desired report from the My reports menu or the other categorized menus then click on at the top of the screen.

From the report, click again on to remove the report from this menu.