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Report Creation

Prerequisites


Report Creation

  1. Open the Settings App.
  2. Click on the "Report " entry in the navigation menu.
  3. Click the "" button to create a new report.

Creating a New Report

Clicking the "" button opens a new dialog window for creating a report. Enter the required information and fill out the necessary fields here.

Keyword Description Example
Name You can enter any name for the report to be created. Weekly Report Fullstatus C3
Company The company to which the report is assigned. PharmaVita Solutions GmbH
Location The location determines the visibility of the report. The report will be visible in the Settings and Portal Apps for your location (e.g., customer-enterprise) as well as for superordinate organizations in the hierarchy. Heidelberg
Output format The output format of the report. You have the option to choose between PDF and CSV (raw data). PDF
Type Select the dashboard type to filter the subsequent dashboard selection. Grafana
Dashboard The dashboard for which the report will be created, filtered by Type. Dashboard CJ102
Time zone Time zone of the report. Europe/Berlin
Start time Start time of the report. 00:00:00
Time span Time span that the report covers from the start time in retrospect. 7 days
Retention period Duration of storage for the report. 12 weeks

Note

By default, a report is created as a daily report, i.e., the report will be generated every day at 00:00 UTC. You can change this after creating a report in Report Details.