Reporting

Reporting
This feature allows a user to generate reports by choosing a set of data. There are various Categories of Reports from which the user can choose. And every Category has a set of report formats from which the user can choose.

Choosing a Category
When you click on “Choose a Category” a drop down menu list pops up as shown below

Reporting

These are the various categories available in 1to1Core

Choosing a Report
When you choose a Category, another drop down field called “Choose a Report” is displayed. Click on this to display the following drop down menu list. This list will change according to the Category chosen

Reporting

As you select a Report, a few other fields like Period, Start Date and End Date are displayed

Reporting

View Report

To view a report, first select a Category, then a Report corresponding to the category chosen, then select the Period, Start Date and End Date and click  Reporting

Reporting

Depending on the category and report chosen, the data will be displayed either as a chart or table

Additional Options of Report Viewer

Reporting

Back – Takes you back to the previous screen
Clear History - <Not sure what happens,,,does not respond>
Export to Excel – Downloads and saves in ecel format on your local machine
Export to PDF – Downloads and saves in PDF format on your local machine
Refresh – Uploads the data with the latest updates
Minimize – Hide / Unhide the contents below Report Viewer