Difference between revisions of "Reporting"

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

Latest revision as of 17:17, 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
Report Tab
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