General

Updated on 02 Jul 2024
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The report canvas allows you to design the reports as per the organizational needs. You can drag and drop various controls on the report canvas and configure them. You can schedule reports to be automatically delivered to designated users at specified times.

To configure a new report, perform the following steps:

Navigate to Design Studio > Click Module.
From the drop-down select the Module for which the report will be configured.
Select the Report option under the Report Designer.
The list of Reports configured is displayed.
Figure: Reports list page
Click New to create a new report.
On the General Tab, enter the details. To know more about the fields, see Field Description.
The General Tab page is displayed:
Figure: General Tab

Field Description

This table contains the list of fields and their descriptions that are present on the General Tab:

Field	Description
Domain*	Select the domain for which the report has to be configured.
Sub Domain*	Select the sub-domain for which the report has to be configured.
Report Name*	Specify a unique name for the report.
Report Description	Specify a brief description of the report to be created.
Tags	Mention a label or keywords to search the reports.
Sort Order	Specify the sort order for the reports. Based on the numeric value assigned, the dashboard will appear. Sort order is a numeric value starting from 0.
Active	Enable the active toggle button to make the report active.
Schedule	Enable the schedule toggle button if you wish to schedule the report. It can be either for one day or made recurring.

An asterisk (*) represents mandatory field.

Let us explore designing and publishing Reports!


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