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Reports

When to use​

Use Reports to consult, generate, or track consolidated information about the operation.

Pre-conditions​

  • Logged in.
  • Organization selected.
  • Operational data registered to feed the reports.

Sample data used​

  • Fictitious plans, resources, and tasks from the sandbox organization.

Step by step​

Library​

  1. Go to /:organizationId/reports.
  2. Check the Library of available reports, organized by category.
  3. Open the desired report when permitted.
  4. Choose the format (PDF, Excel, or CSV) and, if applicable, a date range.
  5. Generate and download the file.

Report library

Expected result: the Library lists the reports the user can access.

History​

  1. Go to /:organizationId/reports/history.
  2. Check previously generated reports, with request date, name, format, execution status, and requesting user.
  3. Use filters when available.

Expected result: the History shows previous executions and their states.

Schedules​

  1. Go to /:organizationId/reports/schedules.
  2. Check existing Schedules.
  3. Create or edit a schedule only when the sandbox account has permission.

Expected result: the user can track report-generation routines.

Errors and empty states​

  • Report with no data: create operational data first.
  • No permission: confirm the user's profile.