Managing Reports


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

Détails

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

Filtres

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

Sortie

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

Sharing

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

Planning

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