The Reports module offers a quick overview of key indicators and business development trends through a pair of pre-built reports:
In addition to the pre-built reports, you can create custom reports, which allow you to select your own components (charts, overviews, summaries, etc.) and arrange them according to your needs. These reports display individually selected accounts, their totals and differences, or the results of custom queries.
Components
Reports are composed of components — mutually independent charts, key performance indicators, lists, and so on — each placed in its own report window.
Period
This component is included in every report. It displays the selected period and, where applicable, the cost center to which the data in the chart components relate. By default, it allows you to define a period by selecting one of the pre-set typical periods or by specifying a custom date range. In the component settings, the ability to change the period can be disabled, leaving this option available only to users with settings permissions; the component will then simply display the selected period. If you have restricted your current work in ABRA Flexi to a specific cost center in the left column, that cost center will also be applied in the Period component when the report is opened.
Charts
Components that display the development of a value over time within the selected period. The component includes buttons for changing the interval at which values are reported — for example, year, quarter, month, or week. Clicking a button redraws the chart. The available intervals are determined by the range of the selected period. Hovering the mouse cursor over a chart element displays the element's label (column, column segment, or curve point) and the numerical value it represents. For chart-type components, the displayed data can be customized through component settings and by using expressions. A component can also display the results of a custom query.
Key Performance Indicators (KPIs)
KPI components always show the status at the moment the report is displayed; the selected period has no effect on the values shown.
Reports
Specially prepared lists of documents or companies. These components show the status at the moment the report is displayed; the selected period has no effect on them.
Working with Components
In custom reports, components can be moved (by dragging the header to a new position) or resized (by dragging the bottom-right corner). After each change, an Undo button will appear in the bottom-left corner for a few seconds; clicking it will discard the last change and restore the previous state.
Some components have settings — ranging from the component name to the displayed values. Settings are accessible via a menu that opens by clicking the three dots in the top-right corner of the component.
In the bottom-right corner of the report, there is a round + button used to add a new component to the report. Clicking it opens a component selection window. After selecting a component and clicking Add, the component is added to the end of the report. For chart-type components, it may be useful to add the same component multiple times, as subsequent configuration allows you to completely change the displayed values and, of course, the component's name.
With the exception of the Period component, components can be removed from reports using the option in the menu in the top-right corner of the component.
Note: By default, editing reports and components is reserved for users with standard roles. Administrator and Super User — changes made by other users are temporary only.
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