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Advanced Reports

Unlike Custom Reports, Advanced Reports are not workflow specific. They include all workflows and customers by default. Advanced Reports can be viewed by selecting specific filters from the filter panel as shown below:


Provide a Report Name to view a specific report, specify the Report Type from the drop down menu- it could be 'By Work Order' or 'By Transport Document', specify a user name in the Modified By field to see all reports modified by a particular user. Click on the 'Search' button to see the list of reports that match the filter selection.

A sample display of advanced reports is given below:

Hover over 
 menu to modify or delete a report. Only the Name of the report and its Active status can be modified. Click on the 'Copy Report' button to create a copy of this report. This copies the report fields along with the subscriptions to the new report. Click on the 'Create' button to create a new advanced report. The following window pops up:

  1. Provide a name for the advanced report in the Report Name field. This name can be descriptive of the workflow.
  2. Select a Report Type from the drop down list. It can be either 'By Work Order' or 'By Transport Document'.
  3. The new report is set to active by default. A report can be de-activated later if required.
  4. Select Restricted checkbox if you want the report to be restricted.(Restricted Report can only be viewed by the user creating the report and SysAdmins)
  5. Click on the 'Create' button.



Click on the 'Create' button under Report Fields to add new fields to this report. The following dialog box is displayed:
  1. Select a Source. Source is the location from where the export field will be extracted. It can be extracted from Header, Events, Data, KPIs, Estimates, Actuals,Custom SQLs or Computed field.Actuals,Custom SQLs or Computed field.
  2. Select a Field . This is the field name to be extracted from the specified Source. If Events or Data is selected in the source, then provide the event or data code for the event.
  3. Provide a Column Name. This is the actual name used in the report, it can be similar to or descriptive of the Field Name.
  4. Specify the Alignment for this column. It can either be left, right or center.
  5. Select the Separator type if required. It can either be Group or Sheet. Select Group if you want to group data as per this field. Select Sheet if you want to completely separate the tables as per this field.
  6. Provide a Sort Priority. There are 3 levels of sort priority that can be provided by the user.
  7. Select Wrap Data if the contents of this field should allow wrapping when too long.
  8. Click on the 'Create' button to add this field to the report.
  9. Repeat steps for adding as many fields as required.
The export fields once created, look as below:
Fields are displayed in a report in the order of their creation. This order can be changed by dragging the the  icon up or down. Hover over the  icon for any field to modify or delete it.

   In the subscriptions tab, click on the 'Create' button under Subscriptions to add new subscriptions for this report.

 
  1. Provide a Subscription Title for this subscription.
  2. Type in a customized message for the recipients of this subscription in the Custom Message box.
  3. Select the format in which the report will be sent in the Report Type drop down list. It can be PDF, CSV, HTML, XML or MS-Excel.
  4. Zip Report when selected, the attachment file is zipped into the standard .zip file format.The report will be zipped only when sent via email,previewing the report will not generate a zip file.
  5. Select the desired option from the Highlight Events/Data drop down list if you wish to highlight the events/data that have recently been populated.list if you wish to highlight the events/data that have recently been populated.
  6. Select the Report Frequency as required. It can either be Weekly or Monthly. Depending on the selection, it displays Send on Day(s) (of the week) or Send on Date(s)(of the month) on which the report will be sent out.
  7. Provide a time in UTC hours in the At Hour(s) text box. Multiple hours can be provided as comma or semi-colon separated values.
  8. Select the Report Time Zone for the report.
  9. Select Display <Void> for non-existent fields if the report should display <Void> for fields that do not exist in a work order or transport document.
  10. Click on the 'Create' button.
Once created, an advanced report subscriptions looks like below:


Hover over  icon to perform the following tasks on subscriptions:

Setting Filters in Subscriptions

An Advanced report will not work without any filters. Click on  icon to set various filters for a subscription.



Select the desired filter to get the list of all available entities from which few or all can be selected as required. Once selected, click on the 'Add Filter' button. Once a filter has been added, it cannot be modified. To modify, please delete the filter by clicking on the 'x' symbol on the filter and then add the same filter again with the new selections.

<Custom> tab enables the creation of an advanced filter using an SQL clause.creation of an advanced filter using an SQL clause.



For more information on Custom filters, see Custom Filters for Advanced Reports.

The work orders are displayed in the report on the basis of these filters.

Previewing a Subscription

Click on on  icon to preview the report. It opens in the format selected for it during creation.icon to preview the report. It opens in the format selected for it during creation.
Creating a Recipients List

Click on  icon to add the name or email addresses of the User or Customer who are subscribed to this report. 

Sending a Subscription

Click on  icon to send the email to customers and users who have been subscribed to this report.

Editing a Subscription

Click on  icon to edit a subscription. All the fields in the subscription definition can be edited.

Duplicating a Subscription

Click on icon to create a duplicate copy of this subscription.

All the fields and filters are copied in the new subscription.

Deleting a Subscription

Click on  icon to delete a subscription. A confirmation window pops up. Click on the 'Delete' button to confirm the deletion.

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