STEP 3. Add a Simple Grid Report
- From the menu, click Analytics > Reports. The Reports List page appears.
- At the top-right corner of the page, click the Insert icon. The Add Report page appears.
- Fill in the fields, as follows:
- XLSX - Saves the report in an Excel file.
- CSV - Saves the report in a CSV file. When selecting this option, you will also be able to customize the formatting for the CSV file.
- OnScreen - The report will be displayed on screen, for instance on a dashboard or a form driven flow. No file will be generated.
- At the top-tight corner of the page, click the Save and reload icon. The Edit Report page appears.
Field | Description |
---|---|
Name |
Enter the report name which will be used by the system. |
Display Name | The name of the report which will be displayed in the Portal. This field is mandatory. |
Scope | Select General. |
Type | Select Simple Grid Report. |
Report Render Format |
Select the output format for the report: |
IMPORTANT!
You have to add at least one report item, otherwise the report cannot be generated.
You have to add at least one report item, otherwise the report cannot be generated.