Reports

Updated 25 days ago ​by aparna

 Reports page display the list of reports with name, description, and action. Different options like creating a report, scheduling a report etc., are available in this page.

Edit Record

This option helps a user to edit a record.

  • Click of a specific record. Create Reports page appears with report's name and description.
  • Enter the updated Name, Description of report and click Save button to save the changes otherwise click Cancel button.

General

This option opens by default. Name and Description of a report appears.

  • Enter updated name or description of a record and click Save button.

Report Type

This option allows user to select report type of their choice.

  • Click on the report type which is unselected and click Save button. 


    Columns

  • Click a specific option and click to move an option from Available column to Selected column and vice versa.
  • Click to move all the options from Available column to  Selected column and vice versa.
  • Click a specific option and clickto move it from Available column to Selected column and vice versa.
  • Click
    to move all the options from Available column to  Selected column and vice versa.

To view unique records, select the checkbox. 

Criteria

All the existing criteria appears.

  • Click specific drop down to modify the existing criteria and click Save button.
  • Click DELETE button to delete a criteria.

Create Report

  • Click Create Report option in Reports page. Create Report page appears.
  • Click Service drop down, select the scan type and click Continue button. 
  • Enter name, description and click Save button.
An error message appears saying to select at least one column, click OK button. Columns option appears.

  • Click a specific option, clickto move it from Available column to Selected column and click Save.

    (OR)
  • Click
    to move all the options from Available column to  Selected column and click Save.
To view unique records, select the checkbox. 
An error popup appears displaying "Please Select Criteria". Click OK button. Select Criteria option appears.

  • Click Select Fields drop down, click a specific filed and follow up sentence to create a criteria and click Save.

(or)

  • Click Add Criteria button, select a specific option from the following drop downs and click Save button.
  • Click DELETE button to delete a criteria.

Schedule Reports

Scheduled Report List is displayed with Schedule Name, Report Name, Active, and Action to edit and delete a schedule. Click on a specific schedule name to view all the details of that report.

Schedule Name: This column displays the list of schedules.

Report Name: This column displays the report name for which the schedule has been made.

Active: This column displays the status of a requested schedule as in a specific schedule is active or otherwise.

Action: This column has  two action items like edit a report or delete a report.

Edit Schedule Report

  • Click to edit a schedule report. Edit Report Schedule page appears.
  • Enter the updated information in the respective fields and click Save button.



Delete Report Schedule

  • Clickto delete a schedule report.

    Confirmation pop-up message appears, click OK to confirm.


New Report Schedule

  • Click New Report Schedule button to create new report.
  • Enter information in the specified fields and click Save button.
Fields with red star should be filled as a compulsion.
ParameterDescription
Schedule NameEnter a name for schedule report that need to be added.
FromSelect an email address from the list you provided before.
Select ReportClick any specific report from the drop down.
Start Date  & TimeEnter date from when you need to schedule the report in the mentioned format.
Time Click time drop down and select a time for the report to run.
RepeatSelect from options of repeat drop down depending on how often you need the report.
Report FormatSelect format as PDF or CSV
Recipient DetailsMove the specific recipients from Available field to Selected field to get the report.

Closure Report

  • Click service drop down, select a service for the new report and click Continue button. 
  • Enter information in specified fields and click Download button.
ParameterDescription
Select report typeClick report type drop down and select a report type to download.
Select start dateSelect a date from when you want the report.
Select end dateSelect a specific date for an end date.
Select GroupsClick a specific group for which you want to download the report.
Select scan urlClick on a url from the drop down to download its report.

Summary Report

  • Click Progress From field and select a date.
  • Click Till filed and select a date.
  • Select options from Available field to Selected field with the help of arrow buttons and click Download button.
  • Clickto move an option from available list to selected list as per the selection.
  • Clickto move all the available options from available to selected list.

Scan Comparison Report

This option help user to compare last two scans between two selected groups or multiple groups.

  • Clickto move an option from available list to selected list as per the selection and click Download button.
  • Clickto move all the available options from available to selected list and click Download button.



How did we do?