A list of individual reports with the option to edit them or add new ones.

You can open the list in the Reports module under the "Manage Reports" option. By default, the ability to manage user reports is granted to users with the standard user roles Administrator and Super User; users with other standard roles can view user reports.

The toolbar at the top of the table contains a number of buttons, the purpose of which is described in the separate chapter "Using the Application".

In addition to the standard buttons, there is a Show button. Clicking it opens the selected report in an application tab.

Note: The application includes built-in reports — Basic Report and Analytical Report — which cannot be edited or deleted. You can create a custom report using the New button. Once created, generate it and customize it freely according to your requirements.

Press the button or the keyboard shortcut Alt+N to open the form for a new record.

The toolbar at the top of the form contains a number of buttons, the purpose of which is described in the separate chapter "Using the Application".

Name

Required field

The name of the report. The report will be listed under this name in the main menu, side navigation, and workspace. We recommend choosing a unique name to easily distinguish between reports. It is advisable to keep the name fairly short, as it appears in the side panel.

Abbreviation

Required field; can contain up to 20 characters. The value must be unique among all records.

The abbreviation (also referred to as a code) is a shortened identifier for the report. We recommend choosing an abbreviation that reflects the characteristics or nature of the report, making it easy to reliably distinguish reports by their abbreviations.

Description

A description of the report to give its users a clear understanding of its purpose.

Order

Required field; must be a whole number.

The number entered determines the position of the report among other reports; a report with a lower number is displayed first.