Creation of report templates
Prerequisites
- Access to the Settings App
Creation of reports
- open the Settings app.
- click on the "Report templates " entry in the navigation menu.
- click on the "" button to create a new report template.
Create new report template
Click on to open a new dialog window for creating a report template. Enter the required information here and fill in the necessary fields.
| Keyword | Description | Example |
|---|---|---|
Name |
Any name for the report template to be created can be entered here. | Daily report |
Company |
The company to which the report template is assigned. | PharmaVita Solutions GmbH |
| The location determines the visibility of the report. The report template is visible in the Settings app for its location (e.g. customer company) and for higher-level organizations in the tree structure. | Heidelberg | |
Time zone |
Time zone of the report. | Europe/Berlin |
Time |
Start time of the report. | 00:00:00 |
Time span |
Time span, which the report template covers retrospectively from the start time. | 7 days |
Retention |
Duration of storage of the report. | 12 weeks |
Report variables |
A list of report variables. | empty |
Task scheduling |
Schedule for generated reports. See Task scheduling. | Daily at 00:00 |
After clicking on the "Send" button, the report template is created and the user is forwarded to the overview. There, the user can edit the report template that has just been created.