📑Reports
Create and schedule reports from industry standard templates
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.
Creating a Report from the Dashboard
You can:
Select a template from the template drawer
Click “View all templates” to browse the complete list
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
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.
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.
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.
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
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
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.
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
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