reports - reports interface

  • Updated

Reports Navigation

To navigate to the Reports page, follow these steps:

  1. After accessing Neostella, click the grid iconand select the Cases workspace.
  2. Navigate to the Reports menu. The Reports page is displayed with the EXECUTIONS and REPORTS tab.

5 STEPS

1. To navigate to the Reports page, follow these steps:
After accessing Neostella, click the grid icon.

2. Then select the Cases workspace.

3. Now navigate to the Reports menu.

4. The Reports page is displayed with the EXECUTIONS, REPORTS and SCHEDULED tab.

5. That's it. You're done.

https://www.iorad.com/player/2672844/Cases---Reports---Reports-Navigation?iframeHash=watchsteps-1&lang=en



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Reports Interface

The Reports page has two distinct tabs: EXECUTIONS and REPORTS.
 

EXECUTIONS Tab

The EXECUTIONS page serves as the central hub for all Executed Reports with the corresponding data. It allows users to easily display execution details, access Reports, view visual interactive charts and analyze data.

NOTE: For more information for building a Report and running it please visit: ADD LINK

The following elements are displayed in the EXECUTIONS tab:

Element Description
1. +NEW REPORT Click this button to create a new Report template. 

Additionally, there are two sections: Filter and Table with the listed Executed Reports. These elements are described below: 

Filter elements:

Element Description
2. Search by report name Enter text to filter Executed Reports in the table based on the entered data.
3. Status

Select one or more statuses to filter Executed Reports in the table based on the selection.

Available status are:

  • Success: The Report execution has finished successfully.
  • Pending: The Report execution has started but not finished yet.
  • Failed: The Report execution did not complete successfully.
4. Object Type

Select one or more Object types to filter Executed Reports in the table based on the selection.

NOTE: The list includes only Object types that exist on the tenant database.
5. CLEAR Filters Click to clear all the applied filters.

Table elements:

Element Description
6. Execution Name

Displays the Executed Report name as the main Object name (for unsaved Reports) or the template Report name (for Reports run from a saved Report), followed by the execution date and time in ISO 8601 format. 

Click the Execution Name to view the results and associated charts and details.
7. Object Displays the name of the Object for which the Report was executed.
8. File Size Displays the Executed Report size. File size is determined by the executed Report, which may vary.
9.  Status

Displays the execution status. 

  • Success: The Report execution has finished successfully.
  • Pending: The Report execution has started but not finished yet.
  • Failed: The Report execution did not complete successfully.
10. Created At Display the creation date and time in mm/dd/yyyy and hh:mm:ss.
11. Records Display the number of rows in the Executed Report.
12. Columns

Display the number of columns in the Executed Report.

Click the dropdown to show column details.
13.Filters

Display the number of filters applied to the Executed Report. If any filter was applied, No fields found text is displayed.

Click the dropdown to show filter details.
14. Actions Display available options for the Executed Report:
Download Report Allows users to download the Executed Report in CSV or Excel format.
 Delete Report Allows users to delete the Executed Report.

NOTE: The table displays only reports executed by the user.

REPORTS Tab

The REPORTS page serves as the central hub for all built Report templates that can be used to generate data-driven Executed Reports. 

Reports represent structures that users create and save for future uses. They can be executed to generate Reports with some specific data. 

Additionally, this feature allows users to easily view and download Reports Templates.

The following elements are displayed in the Reports tab:

Element Description
1. +NEW Report Click this button to create a new Report Template. 

Additionally, there are two sections: Filter and Table with Report Templates. These elements are described below: 

Filter elements:

Element Description
2. Search by Report name Enter text to filter built Reports in the table based on the entered data.
3. Favorite

Select one or more options to filter built Reports Templates on the table based on whether they are flagged as Favorites.

Selectable options are: 

  • Favorites
  • Not Favorites
4. Object Type

Select one or more Object types to filter Reports in the table based on the selection.

NOTE: Only Object types with available Reports are listed.
5. CLEAR Filter Click to clear all the applied filters.

Table elements:

Element Description
6. Favorite 

A star icon shows if the Report is marked as a favorite.

Favorite

Not Favorite
7. Report Name Displays the name of the Report. Click the Name to open it in an edit mode. 
8. Object Displays the name of the Object for which the Report was built.
9. Columns Display the name of the columns included in the Report.
10.  Filters Display the name of the filters applied to the Report.
11. Created At Displays the Report creation date and time in mm/dd/yyyy and hh:mm:ss.
12. Updated at Displays the most recent Report update date in mm/dd/yyyy format.
13. Actions Available options for the Report:
Copy as New Allows users to create a new Report. It uses the current setup as the starting point for creating a new Report template.
Edit Report Allows users to edit the Report.
Share Report Allows users to share the Report with other Neostella users.
Run Report Allows users to generate the Report with its corresponding data. 
Schedule Report Allows users to schedule the Report execution. 
Delete Report Template Allows users to delete the Report template. 

NOTE: The table displays only Reports saved by the user or shared with them by other users.