Generating Custom Reports

You can create custom reports and classify these reports into categories. The reports are generated by writing SQL queries and can be exported to excel sheet.

You can create reports under a new or existing category.

To create categories, follow these steps:

  1. Go to Application Menu > Miscellaneous > Reporting Manager.

    2. The following page appears showing the Categories node.

  2. Right-click the Categories node.
  3. Click New Category.

    4. The New Category page appears.

  4. Enter Category Name and Description.

    5. For example:

    • Category Name - Workflow_Status
    • Description - The category contains workflow related reports.
  5. Click .

    6. The category is created and saved in the Categories tree.

To create a report, follow these steps:

  1. Expand the desired category node.

    2. The following page appears.

  2. Right-click the Reports node.
  3. Click New Report.

    4. The following page appears.

  4. Enter Report Name and Description.

    5. For example:

    • Report Name - Workflow_Assignment
    • Description - This report is about the workflow assignment to users.
  5. Click Save and Continue.

    6. The report is created and saved in the Reports tree.

    By default, the Design tab opens.

  6. Write a suitable SQL query and use Ctrl + Space to get the list of tables.
  7. Click Validate Query to validate the query.

    8. The query is validated.

  8. Click Switch to Grid Mode to view the report in grid view.
  9. Click Switch to Chart mode to view the report in chart mode.
  10. Click Export to Excel to download the report in .xlsx format.
  11. Click Export to PDF to download the report in .pdf format.

To view the report in a different chart type, follow these steps:

  1. click Edit.
  2. In Settings tab, select the appropriate chart type and click Save.

To enable and activate the report, follow these steps:

  1. Click Edit.
  2. Click the Overview tab.

    3. The following page appears.

  3. Turn the Enable switch to ON.
  4. Turn the Activate Report switch to ON.
  5. Click Save.

    6. The report is enabled and activated.

    Note: Only, an enabled and activated report can be added to a dashboard.

  6. To activate chart, turn the Activate Chart switch to ON and click Save.

    7. Note: Only, an activated chart can be added to a dashboard.