To create reports, you must have the Reports > Add : Granted privilege. To add a report, open the reports' panel by clicking Main Menu ▸ Reports ▸ All 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:
- Visible to Users — The group of users this report should be visible to. Read More.
- Visible to Clients — The group of clients this report should be visible to. Read More.
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.
Whether you would like Celoxis to email this report at regular intervals. Read More.