Report Profiles
Available from Monday 20 March 2023.
Create a New Report Profile
To create and schedule administration reports, follow the steps below:
STEP | ACTION |
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1 | Go to the Administration > Reports screen |
2 | Click New on the Control Bar:
If you have not created any Report Profiles, click New Report:
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3 | Select User Activity Report from the drop-down.
More reports available in the coming months.
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4 | Select File Type from the drop-down. Choose from:
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5 | Default Language is English. |
6 | If required, enter a Filename Prefix up to 70 characters. |
7 | Default File Encoding is UTF-8 for reports created in CSV. |
8 | Select a day/date range from the Show Data for from the drop-down list. |
9 | If required, click Add to add Selected Users to access this report, then click Add Selected Users.
Leave blank to generate a report for all users.
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10 | If required, click Add to Select Functions e.g., Account Group Management, Payment Management, Role Management, etc., then click Add Selected Functions.
Leave blank to generate a report for all functions.
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11 | If required, click Run and Download Report Now to generate the report without saving it for future use.
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12 | If required, click Continue to Schedule & Save to save the report for future use or to create a Scheduled Report Profile from Step 13 |
13 | Enter the Schedule Details:
Enter the frequency of Repeats from the drop-down. If None is selected, the report will not be scheduled and can be generated at the user’s request.
Daily
Weekly
Monthly
Enter the Profile Details:
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14 | Select Save Report Profile to save the report.
RESULT: Report is now saved to Report Profiles.
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Run and Download a Report Profile
STEP | ACTION |
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1 | Go to the Administration > Reports screen |
2 | From Report Profiles you can run and download the report using one of the following methods:
RESULT: The report will be created and available to download.
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View Report Profile
STEP | ACTION |
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1 | Go to the Administration > Reports screen |
2 | Click on a report from Report Profiles
RESULT: The View Report Profile screen will be displayed.
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Edit Report Profile
STEP | ACTION |
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1 | Go to the Administration > Reports screen |
2 | From Report Profiles use one of the following methods to edit the report:
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3 | Edit the Report Profile details as required |
4 | If required, select Run Report after Saving checkbox |
5 | Select Save Changes
RESULT: A message is displayed advising that the Report Profile has been saved.
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Copy Report Profile
STEP | ACTION |
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1 | Go to the Administration > Reports screen |
2 | From Report Profiles use one of the following methods to copy the report:
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3 |
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4 | If required, select Run Report after Saving checkbox |
5 | Select Save Report Profile
RESULT: Report is now saved to Report Profiles.
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Delete Report Profile
STEP | ACTION |
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1 | Go to the Administration > Reports screen |
2 | From Report Profiles use one of the following methods to delete the report:
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3 | Select Delete Profile in the confirmation pop up window
RESULT: The selected report profile has been deleted.
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