No external tool such as Jasper, DB, or similar is necessary.
The PDF file is cleanly rendered with vector graphics.
Reports can be managed using templates and by basing them on preformatted master copies.
The Report Scheduler can send reports periodically as required.
Instant reports can be produced using the Export as PDF button.
The Export as PDF button is found in every view – when one of the Enterprise Editions is being used.
A quick access of all reports, and The Report Scheduler is available via the report element in the side bar.
This element has three option buttons:
Changes the time range for instant reports.
Opens the Report Scheduler.
Opens a list of available reports.
The basic settings for reports can be configured over WATO ⇒ Global Settings ⇒ Reporting.
Starting with the Edit button in the side bar, a list of all available reports can be opened.
On the left side these symbols are ready to use for the editing:
Plan periodic reporting
Clicking on opens a window for editing the basic settings for the new report:
Enter the values for Title and Topic. If the report should be available for all users, activate Make this report available for all users, and if the report should not be available for selection in the side bar, select the Hide this report from the sidebar option.
Switch to the Report Properties section. Here values for font, page format, time and date settings, the report’s layout and the file names for downloads can be defined.
In the following Context / Search Filters section, search and filter values can be specified.
Once all values have been defined as required, continue with one of the three buttons:
Save the report
Save and go to elements
Save the report, and proceed to the configuration of the report’s elements
Save and go to Generate
Save and immediately generate the report
After saving, the new report will appear in the list.
When creating/customising your own reports you can make use of these functions:
Edit report definitions
Edit report contents
Schedule periodic report
Clicking on the symbol opens an overview of the selected report.
On the left side a preview of the report is shown. To the right the report’s elements are listed. With the symbols these elements can be edited , copied , deleted and rearranged .
New elements can be included in a report via the Add content and Add page element buttons. These types can be selected:
Border around the report
Images which are to be included in a report must be in the
Click on the Add page element button, then select Embedded Image as type, and finally Continue.
On this page detailed settings such as position, file name and size are selected.
When all of the settings have been defined, complete this process by clicking on Save. This will return to the report overview in which the added image will be visible in the report’s preview.
The creation of a new report begins with the Edit button in the side bar element. Proceed with New ⇒ Continue. In the screen template customise the values in the selection options General Properties, Report Properties and Context/Search Filters according to your requirements.
The new report will be stored with a click on Save. How to quickly add elements to this report can learned below in the Adding views and history graphs to reports chapter.
If you have the permission to publish reports, you can also define whether other users can access your reports. How to allow others access to a report: Click on the Edit button in the side bar. With the symbol open the edit dialogue for the desired report, and activate the Make this report available for all users option.
The report scheduler is accessed by clicking on the Scheduler button in the side bar. Click on New Entry to open the report selection. The Reports button opens the list of already existing reports.
On this page the desired report can be selected from the list, followed by Proceed.
In the General Options section, basic settings like report title, creation time, report time frame, recipient and email settings can be defined. When these options have been completed, go to the Context/Search Filters section – here the report’s links and search settings can be configured. Once all of the settings are complete, store the definition with Save, following which the list of scheduled reports menu will open.
This list contains information on the last time the report was created/dispatched, whether an error occurred, and when the next creation/dispatch is planned. Entries in the list can be managed with the five action symbols at the top of the list.
The symbols and their functions:
Edit report settings
Copy report settings
Cancel scheduled report
Send report immediately
Display report preview
Dispatched reports are not saved in the instance.