Report Template      

Name of the Report Template. You can define the name in all available languages. Note that the report you create get the name from the field Report Header, see below.

Description  

Description of the report. Write a description of the report objective.

Show report in report center

If you want to add this report to the list of standard reports (menu on the left), you need to click on  this checkbox. By selecting this function, you must also adjust the permissions who can see this report. You adjust the permissions in the list of all reports by clicking on button Permissions . Read more about Report Templates.|topic=Report Templates;document=Documents\Eng_Manage.docx

Report Type

List Report –            Creates a list of the chosen properties from the selected data object. Additionally you can select some of the properties to show as a diagram. Properties selected for diagram do not have to be among the chosen properties for the list.

Pivot table –            A summary report with all chosen properties as rows and columns. The cell at the cross point displays the sum of objects having both properties. This type of report answers questions like “How many tickets has an agent in different groups?” You can also add calculations in the cross points, like “What is the average number of CIs for agent X in the group Y”.

Diagram -     Displays a diagram of selected type.

Data Object

Select the data object where report data should be collected from. You can select only one data object for the report.

Report Header
(Step 1)        

The Report Header is displayed at the top of the report. The text can be formatted.

Content
(Step 2)        

This part contains steps to decide what should be shown in the report. Which options you can select here depends on selected Report Type.

You have to choose data in all options. Plus sign to the right makes the selections visible. These steps decides in detail which data the report should cover and how data will be presented.

By use of the links below you can read separate sections which steps are needed to carry out to add Content for different Report Types.

Report Footer
(Step 3)        

Define what shall be displayed at the bottom of the report.

Schedule (Button)

Opens a form where you can create a schedule recurring dispatches of the report. Note that you have to save the Report Template before you can create a schedule.

Read about Schedule Reports in section Schedule Reports.

Send (Button)           

Create a report and dispatch it once by mail to selected recipients.

Select to send the report as one of:

•   Comma separated text file (CSV file)

•   Excel file

•   PDF file

The report will be automatically attached to the mail. The Add attachment link should be used only if you want to attach extra files to the dispatch.

Last dispatch will be saved and displayed.

Preview
(Button)       

Preview the report created by the Report Template. Read more about Preview in section Preview Report.