The Reports Builder empowers users to efficiently configure, generate, and distribute customized reports or print-ready documents from any data within the system. It simplifies the process of reporting and exporting data by enabling users to create flexible templates and integrate desired data from their database seamlessly. This tool supports diverse data management needs, offering capabilities to handle various report formats, filters, schedules, and access controls.

Use Cases

• Custom Report Creation: Create tailored reports based on specific system sections or use Excel files with advanced formatting, pivot tables, and graphs as templates for generating reports.
• Filter Management: Apply custom filters to refine report data, including setting up dependencies, limits, and automatic substitutions, ensuring reports meet precise criteria.
• Automated Reporting: Schedule reports for automatic generation at specified intervals, such as daily or weekly, and save them to designated folders for timely deployment.
• Access Control: Define and manage which sections and user roles have the rights to generate reports, ensuring secure and appropriate access to reporting features.

Key Features

• Custom Report Templates: Utilize or create report templates from any section of the system or import Excel files, including those with complex formatting.
• Flexible Report Filters: Set up primary and custom filters to control data inclusion, with options for dependencies, mandatory settings, and automatic substitutions.
• Scheduled Report Generation: Configure reports to generate automatically based on a set schedule or cron format, with saved output to predefined locations.
• Access Management: Control which roles and sections can generate reports, providing detailed access and permissions management.
• Dynamic Report Configuration: Customize each report with specific column headers and filters, and display these filters in the file name.
• History Tracking: Monitor and review the history of report generation, including status updates and completed tasks.
• Notification and Export Options: Receive notifications upon report completion and manage report settings through exporting, importing, or copying functionalities.

Instructions

1. Set Up Report Template: Configure and upload report templates, including setting flags for template usage.
2. Set Up Report Filters: Define and manage custom filters, including setting dependencies, limitations, and automatic substitutions.
3. Set Up Report Schedule: Configure automatic report generation schedules, specifying times and formats for recurring reports.
4. Set Up Report Access: Manage access rights to report generation, ensuring appropriate roles and sections have the necessary permissions.
5. Set Up Template-Based Report: Create and tailor reports using pivot tables and other customizations based on template files.