Reports
E-Register offers robust reporting features to its users. Reports can be created for registers, incorporating filters, grouped columns, and function columns such as sum, count, max, and min. Additionally, users can add various charts, including bar charts and pie charts, to visualize their data effectively. Access permissions for reports can also be managed by the users, ensuring control over who can view and modify them.
Reports in E-Register are designed to be saved, allowing users to continuously analyze their data. These reports are dynamically updated as new data is added to the registers, ensuring that users always have access to the most current information.
How To Create A Report?
Step 1: Click on the global 'New' button and select 'Report' to begin.
Step 2: Select the register of your choice for which the report needs to be generated and then click on 'Confirm'.
Step 3: Enter the fields and operators to add filters, groups, functions, and charts to the report. E-Register allows users to sort the grouped columns and display the total of the function columns. When adding a chart, users must provide a name for it, enabling easy reference to the chart later.
Step 4: Enter the report name and a brief description to give better context and understanding of the report's purpose and contents. After entering the necessary details, click on the "Save" button to save your report.
Step 5: After the report is displayed, the user can click on the 'Charts' icon to view the chart. The user can also make use of the edit, delete, and download icons given alongside.
Step 6: The charts added to the report are displayed in the side panel. The user has the option to add multiple charts to the same report.
Reports are your data's invaluable ally. When harnessed effectively, they can become powerful tools for uncovering insights, identifying trends, and making informed decisions. If you have any questions or need further assistance, don't hesitate to reach out to our support team.