Application Configuration / DR03
The Dashboard/Report Builder allows users to design dashboard charts, reports (Spreadsheet™ or based on RDL/ Crystal Reports templates) and to schedule delivery of specific reports according to a preset schedule.
Step Process
- From the homepage, go to menu option
- Select "Admin"
- Select "Dashboard/ Report Builder"
- Select "Scheduled Report"
- Click "Create New"
- Enter Report Name.
- Enter Report Category.
- Enter Category Name.
- Choose from existing reports to be scheduled.
- Proceed with the rest of the required fields in the other tabs.
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Navigate to preview tab and you can preview the report defined.
NOTE: All previously generated reports are visible in the report database.
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