> For the complete documentation index, see [llms.txt](https://linecraft.gitbook.io/ikshana-pro-knowledgebase/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://linecraft.gitbook.io/ikshana-pro-knowledgebase/product-guides/reports.md).

# Reports

### Overview

The **Reports** feature enables you to create ready-to-use reports using predefined templates and schedule them to be delivered at preferred intervals.

The Reports module includes the following sections:

* Dashboard
* Schedule Report
* Scheduled Reports
* Received Reports

***

## Dashboard

The **Reports Dashboard** provides a quick snapshot of reporting activity, including:

* The last 5 scheduled reports
* The last 5 received reports
* A breakdown of reports by modules
* Key metrics such as total reports sent and received

The dashboard also allows you to **schedule a new report** directly.

<figure><img src="/files/lOHd77DGLmMSDRb7mLGS" alt=""><figcaption></figcaption></figure>

***

#### Creating a Report from the Dashboard

You can:

* Select a template from the template drawer
* Click **“View all templates”** to browse the complete list

<figure><img src="/files/3CSwUf3mdDL4GK3FHzo0" alt=""><figcaption></figcaption></figure>

***

## Scheduling a Report

You can schedule a report using either of the following methods:

* From the **Dashboard**
* Using the **global “Schedule Report” button** in the top-right corner

Both options open a template selection popup

<figure><img src="/files/7byktvCP8iJQZvyOLnVZ" alt=""><figcaption></figcaption></figure>

***

### Template Selection

* Templates are grouped by their respective modules
* Each template includes:

  * A description of the data included
  * A preview of the report

  Once you select a template, click **Continue**.

<figure><img src="/files/gxtMOKNmJlJKCp1aZFBs" alt=""><figcaption></figcaption></figure>

> **Note:** If you select a template directly from the dashboard (without clicking “View all templates”), you will be taken straight to the scheduling page with that template pre-selected.

***

### Report Configuration

After selecting a template, you will be taken to the **Report Scheduling Page**.

<figure><img src="/files/yGZleyM6eBN7YDTVWhsR" alt=""><figcaption></figcaption></figure>

#### Template Selection

* The chosen template is pre-filled in the **Report** dropdown
* You can modify or change the template if needed

#### Shift Selection

* Select the shifts for which you want to generate the report

> **Note:** If multiple shifts are selected, a **single consolidated report** will be generated.

***

### Scheduling Options

You can configure **multiple schedules** for a single report.

Each schedule includes:

* **Frequency**: Daily, Weekly, or Monthly
* **Delivery Day**:
  * Not applicable for Daily
  * Select days for Weekly
  * Select date for Monthly
* **Data Range**: Day, Week, or Month
* **Recipients**: Email addresses of report recipients

Once the report is successfully scheduled, a confirmation message will be displayed.

> **Note:** If multiple frequencies are configured, each will appear as a separate entry under Scheduled Reports.

<figure><img src="/files/avtwOS1JxJ9JtOyQiUtZ" alt=""><figcaption></figcaption></figure>

***

## Scheduled Reports

The **Scheduled Reports** section displays all reports you have configured.

Here, you can:

* View report details and configurations
* Check the next scheduled delivery date
* **Pause** report delivery temporarily
* **Edit** or **Delete** existing schedules

<figure><img src="/files/Ul4cXtFjyDgrEwU7zQMJ" alt=""><figcaption></figcaption></figure>

***

## Received Reports

The **Received Reports** section lists all reports delivered to you, including those scheduled by others.

You can:

* View previously received reports
* Access report history anytime<br>

<figure><img src="/files/UrU9oBWxGp1legxQTYtY" alt=""><figcaption></figcaption></figure>

***

## On-demand Reports

The **On-demand Reports** feature allows you to generate reports instantly without scheduling them in advance. This is useful when you need quick insights or want to analyze data for a specific moment.

<figure><img src="/files/igcC4IfEYRzbarvz94UD" alt=""><figcaption></figcaption></figure>

#### Generating an On-demand Report

To create an on-demand report:

* Click **Generate On-Demand Report** to instantly create the report
* Select a report template from the available list
* Configure the required parameters such as shifts and data range

Unlike scheduled reports, on-demand reports are:

* Generated **immediately**
* Available to view for 7 days