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Reports

Report library​

In Reports, the library lists available reports by category.

Each card shows:

  • Name and description
  • Supported formats (PDF, Excel, CSV)

Report generation​

When opening a report:

  1. Choose format.
  2. Optionally set date range.
  3. Generate.
  4. Download file.

History​

The History screen shows previous executions:

  • Request date
  • Report name
  • Format
  • Execution status
  • Requested by user

Schedules​

The Scheduled screen allows:

  • Enable/disable schedule
  • Edit schedule
  • Delete schedule

Note: schedule editor behavior may evolve with the module.

Image placeholders (reports)​

  • [IMG-REP-01] Report library by category
  • [IMG-REP-02] Report generation dialog
  • [IMG-REP-03] Execution history table
  • [IMG-REP-04] Scheduled reports table

Suggested path:

  • static/img/guides/en/reports/img-rep-01.png