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| The Report Generator creates provides reports on products, stock, payments, and receipts. It can be linked Linked to the Report Subscription facility, you can set the system to automatically run and email reports to select users. |
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| you on a daily, weekly or monthly basis. |
This facility must be enabled. Need CV?
Only reports you have access to will be displayed.
Step-by-step
To generate a report:
- Login to your website and click Dashboard.
- In your Dashboard, scroll down to the 'My Pages' section and click Report Generator.
- By default, the
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- Reports list displays all active reports you have access to. Find the report you wish to generate. You can search by name or scroll down the list. If you want to find an inactive report or view all reports in the system, tick the 'Show Inactive Reports'checkbox and click the Search button.
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You can scroll through the list or type part of the name into the Report Search field.
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Type a meaningful name into the Report Name Field
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Select the teams for which you want to see the levy payment.
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You can select a specific team by clicking the drop-down. We are going to product a report for all teams, so we will leave the Regional Trial Start and End fields blank.
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From the drop-down list, select the field by which to group the data. For this report, we choose Regional Trial.
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From the drop-down list, select the field by which to sort the data. For this report, we will sort it by District, by Sport and Age (team), by Name.
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The system will display a message if the report is not configured for subscription.
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When you subscribe a report, you set it up to email the contents to a select number of users.
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- For the selected report, click the Edit Selection Report Criteria button. The Report Selection Criteria section is displayed.
- In Report Name, edit the name so it is more meaningful for your purposes, if required.
- The Search section contains the report's fields. Note - These will be different for each report. Determine how you want to group and sort the report.
- To generate the report, click the Generate button. The report will be downloaded to your computer as a CSV file.
- Open the file to view it.
- (optional) If available, you can click Subscribe for the system to generate an updated version on a daily, weekly or monthly basis. Refer to Report Subscription help for details.
Click Close when you have finished with the 'Report Generator' facility.
Related help
Content by Label
cql label = "reporting"