# 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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://linecraft.gitbook.io/knowledgebase/product-guides/reports.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.