Reports have a similar interface to filters. Filters display information according to selected criteria, while reports allow field information groupings as well as numeric field summaries. Results can also be saved or printed and exported into many popular formats such as MS Word and Adobe PDF. Controls on the screen allow users to scroll forward and backward on the page through the report results, search for an item in the report, and zoom in and out on the report.
A variety of reports can be generated for the Accounts:
List of Accounts: It shows all the list of accounts.
List of Accounts and Children: It shows the list of accounts and children.
Track Time Reports: It shows the detailed information of the track time of Accounts.
Employees: It shows the list of employees or users and their information.
Holidays: It shows the list of holidays.
Project Allocation: It shows the allocation of projects to the employees.
Project Rates: It shows rates per employee per customer.
To create new reports:
To view the Reports:
Click> > .
You can see the list of reports. Double-click on the report you want to view.
You can also Edit, Delete, Copy, Share, Schedule and Change Permissions of the reports with the icons from the column.
All reports can be exported to various formats like Adobe PDF (.pdf), Microsoft Word (.doc) and Microsoft Excel (.xls). Click on a report and then select a format from the toolbar and clickto preview the report.
Reports can be scheduled so that they can be run at predetermined times and emailed to OfficeClip Users. To view the Scheduled reports click on the Scheduled reports icon above the list of reports.
To schedule reports:
Click on theicon in the Actions column.
Enter the details for schedule of your report: daily, weekly or monthly.
Enter the email address of the person to whom the report is to be sent and the report format.
After finishing, click.
To enter a New Schedule, clickto delete the old Report Schedule.
These reports are shared with the extranet users, who can only view reports in a restricted fashion (based on the filters they have been permitted to use). Shared reports can empower your customers, partners, and service providers to create reports for their specific needs based on the data they are allowed to access. To view the Shared reports click on the Shared reports icon above the list of reports.
To share a report, click on the icon on the report row in the Actions column.