Reporting

Type:    Form
Description: Provides access to various reporting groups and information available for the selected user.
Items:


Groups
Includes the list of groups to create a report.
¦_
Reset Cache
Allows to reset cache to its original state.
¦_
New Group
Allows to add a new group to the list.
The button opens corresponding form.
¦_
Move Down
Allows to move the selected group down in the list.
¦_
Move Up
Allows to move the selected group up in the list.
¦_
Modify Group
Allows to edit information about the selected group.
¦_
Delete Group
Allows to delete the selected group from the list.

Modify Group
Includes various information about the selected group that can be modified by the user.
¦_
Save
Saves all the changes on the form.
¦_
Close
Closes the form without saving any changes.
¦_
Name
Name of the group.
¦_
Description
Short description about the group.
¦_
Roles
Roles that can be included in the group.

Reports
Includes the list of available reports for the selected group.
¦_
Add Report
Allows to add a new report to the list.
The button opens corresponding form.
¦_
Hide
Allows to hide the selected report.
¦_
Show
Allows to show the selected report.
¦_
Move Down
Allows to move the selected report down in the list.
¦_
Move Up
Allows to move the selected report up in the list.
¦_
Name
Name of the report in the system.
¦_
Description
Short description about the report in the system.
¦_
Project
Module that runs the report.
¦_
Edit
Allows to edit information about the selected report.
¦_
Delete
Allows to delete the selected report from the group.

Modify Report
Includes various information about the selected report that can be modified by the user.
¦_
Reload Report Config
Allows to reload report configuration settings.
¦_
Upload
Allows to upload file to the system.
¦_
Save
Saves all the changes on the form.
¦_
Close
Closes the form without saving any changes.
¦_
Name
Name of the report in the system.
¦_
Description
Short description about the report in the system.
¦_
Roles
Roles that can be included in the group.
¦_
Project
Allows to select an appropriate project from the list.
¦_
Data Source
Allows to select an appropriate source of information for the report from the list.
¦_
Report Template
Allows to select an appropriate template for the report from the list.
¦_
Unused/All
Allows to select what list of templates will be used for the report.
Report Config
Allows to select an appropriate set of configuration settings for the report from the list.
¦_
Unused/All
Allows to select what list of configuration settings will be used for the report.
Hidden
Indicates whether the report is hidden in the system.
Export Types
Indicates what types of files can be used as an uploading file of the report.
Four types are available: HTML, PDF, XLS, CSV.
Auto Param
Includes the list of auto parameters.

Note: This list can change depending on the type of the selected project.
¦_
Reload
Allows to clear all selected auto parameters.
Copyright © TidyPay. All Rights Reserved.
All Logos and Trademarks used or mentioned on this page are copyrighted property of their respective owners and are used for display purposes only.