Reports
Reports in PDF format can be generated automatically, on a scheduled basis or manually. They can be saved in any evaluation folder or sent directly to recipients by email. Unlike charts, reports are static and provide a snapshot of the situation at a specific point in time.
Reports are generated by workflows.
Report types
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Object list |
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Create / edit report
- In the Evaluation section, select a suitable folder as the storage location.
- Using the
button and the corresponding sub-menus, you can select and create the desired report type.
- A new workflow assignment is created. Depending on the report, the target object must first be selected.
- Configure the report-specific workflow parameters.
- If the report is to be generated cyclically, for example monthly, this can be defined under “Execution”.