Managing Reports

To create reports, you must have the Reports > Add : Granted privilege. To add a report, open the reports' panel by clicking Main MenuReportsAll Reports and then click the New Report button. Then pick an appropriate report type. This will open a form, details of which are explained below:


Menu Shortcut - The main menu item under which this report should appear for quick access.


The filters to limit the data for this report. Read More.


The display you would like for this report - pie chart, bar chart, tabular, etc. Read More.


Reports can be shared with your team or with clients. Read More.


Whether you would like Celoxis to email this report at regular intervals. Read More.