Managing Report-Home
The Home
page is a canvas which acts as a previewer as well as a designer for reports. The administrators can create and share some reports while others can be self created by users. Reports supplied by GINESYS will be in read-only format, those reports cannot be edited. But if any modifications are needed, then a duplicate copy can be created and required changes can be made.
Elements of the Report Home
In GINESYS Web, the Report module has been added along with Procurement
, Sales and Distribution
, Retail Management
and Admin
.
The first tab, Home has the following main features:
Element | Description | Diagram |
---|---|---|
Create a New Report (1) - | It allows the creation of multiple types of reports; clicking on the plus sign reveals 6 different report types to choose from. | |
Manage Folders (2)- | Folders can be created, on the root level or as a child; the users can rename the folders or delete the folders. | |
Run the Selected Report (3) - | Users can select a shared or customized report and run it. |
The following options can be executed on reports selected by the user:
Element | Description | Diagram |
---|---|---|
Edit Selected Report (A) | Opens the designer view of the selected report. | |
Duplicate Report (B) | Allows the user to copy the selected report; so that modifications can be made in the report. | |
Delete Selected Report (C) | Selected report gets deleted. | |
Report Scheduling Options (D) | The report is run automatically at the scheduled time and date and data gets updated and emailed to concerned person. | |
Export Report (E) | The report is exported in either Excel (xls), pdf, rtf and csv. |
Other elements
Element | Description | Diagram |
---|---|---|
Searching Reports by name | This allows easy search for frequently required reports. | |
Report Settings | It has two options | |
Change user preferences | It allows incorporation of user preferences to the Home page, i.e. which reports will be run right at the beginning or |
IMPORTANT
There is a contextual help provided to help you through all actions.