Tabular and chart reports allows to view and work with reporting data directly within the AP. Reports are working above historical data and actual data. Historical data (historical transactions) are generated in specific period of time (each 3 hours), actual data are taken directly from live data. Each report is based on specific data source, which defines what data will be visualized and what filters will be available to change report content. Read more about available data sources.
Tabular reports allow to show and work with tabular data in flat or structured form. Chart reports visualize reporting data using several types of charts. Both report types are identified in list of reports.
System offers several predefined reports by default. These reports cannot be changed or deleted by customers. Predefined reports cannot be deleted, renamed or changed. Beside reports created by default, users can create and manage his own reports. Some of the options described in this chapter are valid only for user’s own reports. Read more about management of custom reports.
To change predefined report to fit customer’s needs, make a copy of the report to create custom report using 1:1 copy of predefined one
To start working with reports, navigate to Reports option in the main menu. Report type is identified by Type column in reports list:
- Chart – predefined report visualizing data using a chart
- Tabular – predefined report visualizing data in tabular structure
- Chart (Custom) – chart report created by customer
- Tabular (Custom) – tabular report created by customer
Following options are available from list of reports:
Allows to create new custom report. Option is disabled when user has no privilege to create reports. Read more about the flow of creation custom reports
Removes a report. Option is not available for default reports and when user has no privilege to delete reports.
Opens selected report in report viewer. When report is opened in report viewer, following options are available to work with the report:
Opens report designer to change definition of a report. Option is not available when user has no privilege to edit reports. If option is selected for predefined report, user is allowed only to set scheduled sending.
Collapses all groups in report to show aggregated data. Available only for tabular reports.
Expands all groups in report to show all fields in the report. Available only for tabular reports.
Exports current report view. Report will be exported in exact state as it is shown in the viewer, with all filters applied. Export format must be selected before file is generated (PDF or Excel)
Copy existing report. When selected, report designer is opened with all information according the original report. New report can be saved under a new name.
Shows report on user’s dashboard as a widget. Widget will be named the same as report and will shows data according report’s definition. Once pressed, option will change to allow remove this report from dashboard (the same action could be done also from dashboard edit mode).
Opens list of filters available for the report. Filters are not saved and will be removed when report is re-opened. Available filters depends on report’s data source. Filter will contains only values available in reporting data. Once filter is applied and opened again, some values can not be shown based on previously selected criteria.
To see all values again, clear the filter.
Available only for tabular reports. Allows to show/hide inline filters to filter data for each column. Filter is based on data type shown in column:
- Text data can be filtered using fulltext filter. Blank space is considered as wildcard standing for any character
- Timestamp can be filtered by selecting date from date picker. To filter by range of dates, use Advanced filter and Custom time period
- Number values can be filtered according given number with operators =, < and >. To change the operator, click on operator icon in front of filter field
- Boolean values can be filtered to see all values, true only or false only
Collapses a group to show aggregated values (shown as bold). Available only in tabular reports. 
Expands a group to show all contained data. Available only in tabular reports.
Schedule sending of report
Each report (both predefined and custom) can be scheduled to be automatically sent in specific time interval. To activate scheduler, open report and select Edit. Navigate to Scheduler tab.
Predefined reports will have only this tab available.
Set Send automatically, fill Repeat period and define outcome format and target email address (one or more) or FTP server.
When saved, automatic sending for the report will be indicated in list of available reports in Is scheduled column.
If report is based on transactions data or assignment data, scheduler can be set to automatically set timestamp filter based on its sending period by option Set timestamp filter to repeat interval.
When this option is active, each time the report is sent, timestamp filter will be set dynamically to cover period since the last sending of the report. Any timestamp filter set in report definition will be ignored by the scheduler.
Example: Report is scheduled to be sent each month at 10th. When the report is sent by scheduler with the option active, it will contain data since 10th of the previous month.