Difference between revisions of "Reporting"

Latest revision as of 16:17, 27 June 2014

Ellserve reporting is designed to output data in user-defined formats either to screen in html format or as a downloadable csv file.

Useful report definitions can be stored for later use using the same absolute/relative date settings used in on-screen controls.

Access	The Reporting section is accessed by clicking on the "Reporting" tab in the Header Banner
Purpose	The Reporting section provides to the tools required to create a Report and previously saved Report Definitions..

Reporting data

The following data types can be included in reports:

Note: A feature to download invoice source data is provided separately in the invoice browser control.

Reporting functions

Report Definition

Saving Report Definitions

►Main Page ►Guide to Ellserve

@@ Line 1: / Line 1: @@
-The Reporting section is accessed by clicking on the "Reporting" tab in the '''[[Ellserve:Header Banner |Header Banner]]'''.
+__NOTOC__
+Ellserve reporting is designed to output data in user-defined formats either to screen in html format or as a downloadable csv file.
-[[File:CreateSaved.PNG|right]]
+Useful report definitions can be stored for later use using the same [[Date Picker Configuration#Using the date picker|absolute/relative date settings]] used in on-screen controls.
-The Reporting section gives you access to the tools required to create a '''[[Ellserve:Glossary#Report|Report]]''' and previously saved Report Definitions.
+{| class="wikitable" style="text-align: left; color: black; width: 700px;"
+!'''Access'''
+|
+:The Reporting section is accessed by clicking on the "Reporting" tab in the '''[[Ellserve:Header Banner |Header Banner]] [[File:RepBanner.PNG|center|500px|Frame|Report Tab]]'''
+|-
+!'''Purpose'''
+|
+:The Reporting section provides to the tools required to create a '''[[Glossary#Report|Report]]''' and previously saved Report Definitions..
+|}
-<span style="color:#2E5894"> >> To access the Create a Report section click on the "Create" tab as shown in the diagram to the right.
-<span style="color:#2E5894"> >> To access previously saved Report Definitions click on the "Saved" tab as shown in the diagram to the right.
+====Reporting data====
+The following data types can be included in reports:
+* [[Time Series Data|Time series (monthly)]]
+* [[Descriptive Data|Descriptive (account and ICP properties)]]
+* [[User Defined]]
+* [[Summarised]]
-=== [[Ellserve:Creating a Report |Creating a Report]] ===
+ ''Note: A feature to download invoice [[Source Data|source data]] is provided separately in the [[Invoice Browser|invoice browser control]].''
-=== [[Ellserve:Saved Report Definitions |Saved Report Definitions]] ===
+====Reporting functions====
+=====[[Report Definition]]=====
-[[Ellserve:Ellserve|Home]]
+=====[[Saving Report Definitions]]=====
+----
+[[Main Page | &#9658;Main Page]]
+[[Guide to Ellserve | &#9658;Guide to Ellserve]]