Reports

Reports and Charts

The system allows to analyze the whole data through report and charts, choosing on which module (and so which data) creating the report.
Reports are organized in folders. You can add, edit or delete folders. Default folders are:

• Organizations Reports
• Activity Reports
• Product Reports

To create a new report, click on + icon from the Report module. After that you have to choose the specific module on which to create the report.
Now you have to follow these steps:

1. Enter a name for the report and link it to a folder.
2. Select the related modules from which to extract the information.
3. Choose the report type: Tabular or Summary. Only with the Summary Report you can later build a graph.
4. Select the columns.
5. Specify the columns for grouping. This window appears only if before you have chosen the Summary Report. Note: Show Summary provides you the amount for each summary field.
6. The Calculations panel provides you some math operations: sum, average, lowest value and largest value. Pick what you want to see in the report.
7. Specify data selection criteria.
8. Select the report type: Private (only the user can see the report), Public (all users can see the report), Share (choose which users you want to share the report). What you share is not the content of the report but its structure. The data view depends on the access privileges of each user, defined by the administrator.

The report can be displayed as a chart. Once created the report, click the button Create chart (on the top bar). The graphs are available in the Charts module, organized in folders as the Documents module.
A chart can be showed in the user Desktop Page.