Reports

What are the key benefits of using reports?

A: The key benefits include:

• Enable data-driven decision-making
• Track KPIs
• Identify trends and predict outcomes
• Ensure compliance and audit readiness

How many types of reports can I create?

A: You can create five types of reports: Tabular, Summary, Matrix, Query, and Plugin.

When should I use the Summary report?

A: You should use a summary report when you need to provide or view a high-level overview of key information.

When should I use a Tabular report?

A: A tabular report is ideal when you need to present structured data in a clear, organized format, typically using rows and columns.

When should I use the Query report?

A A query report is useful when you need to dynamically extract, filter, and display specific data from a database or system based on the user-defined criteria.

When should I use the Matrix report?

A A matrix report is ideal when you need to analyze and compare data across multiple dimensions. It organizes data into a grid format, with rows and columns representing different categories of information. This report type is particularly useful for summarizing large datasets and identifying patterns, trends, or relationships.

When should I use the Plugin report?

A You can use a plugin report when you need to generate data for specific use cases that require specialized logic or integration with additional data sources.

Can I restrict specific users from accessing Reports?

A: Yes. Using Technician Access Level and Group Access Level fields you can restrict users from accessing Reports.

Can I include Charts in my report? Which are the supported types?

A: Yes. The supported chart types are Line, Bar, Column, and Pie chart.

Can I schedule automated report generation?

A: Yes, you can schedule reports to automatically generate data. You can configure the frequency (once, daily, weekly, monthly) and specify the recipients to ensure timely updates.

Can I export the report? Which are the supported formats?

A: Yes, you can export the report in PDF, Excel, CSV, and Word formats.

Can I send an attachment link in the report notification?

A: Yes.

Can I create password-protected report files?

A: Yes.

Can I create a copy of the report with the same configurations?

A: Yes. Using the Duplicate icon on the Report list page you can create a copy or clone the report.

Can I view the report history?

A: Yes, you can view the history of reports whenever they are exported or downloaded.

How can I secure the data in my reports?

A: You can secure the data using features like password-protected and role-based access.

Can I share reports with others?

A: Yes, reports can be shared via email or downloaded and exported as files. Scheduled reports can also be sent automatically to specific users or groups.