Reports List Page

The Reports List page displays all the default reports based on the selected module from the left panel. It also enables you to search, filter, create new custom reports, clone report, view history, and configure settings.

The page provides the following features:

1. Search: Search for the required report.

2. Filter: Filter the reports list by clicking the desired option. The following filters are available:

   Filter	Records Displayed
   All Reports	Displays all available reports regardless of their type, including both predefined and custom reports.
   Predefined Reports	Displays only the out-of-the-box reports that are built into the system. These reports cannot be deleted.
   Custom Reports	Displays only the reports that have been created by administrators or technicians. These reports can be edited or deleted.

3. View History: Displays the history of a report whenever it is exported or downloaded.

4. Create: Creates a custom report.

5. Report Settings: Enable the Add Sr. No. Column for Tabular Reports flag to add a serial number column to Tabular Reports, then click Update to apply the change.

6. Reports Panel: Displays the list of report categories. Select a category to load its reports in the list.

7. Reports List: Displays the reports available for the selected category.

8. Schedule Report: Opens the schedule configuration for the report.

9. Edit: Opens the report editor to modify the report configuration.

10. Duplicate: Creates a copy of the report as a new custom report.

11. History: Opens the report history panel for the selected report. Use the From and To date fields to filter records by date range, then click Search. The panel has two tabs:

• Report History: Shows each export and download event for the report. The tab displays the report name, event time, date filter applied, the from and to time range used, event type (Export or Download), etc.

• Activity Log: Shows all configuration changes made to the report. The tab displays the event type (such as Report Created or Report Updated), event time, the user who made the change, and a change summary describing what was modified.

  

  

12. Delete: Deletes the custom report. This option is available only for custom reports.