Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Excerpt

The Report Generator is used a neat tool for running CSS reports to keep track on products, stock, payments, and receipts. Depending on a report's design, field grouping and sorting can be customised to suit. When linked to the Report Subscription facility, a  report A report can be designed so a user can group and sort report fields to suit specific purposes and if enabled for Report Subscription, it can be scheduled to be run generated and emailed to selected select recipients on a daily, weekly or monthly basis.


The Report Generator and Report Scheduling features must first be enabled for your website by CV Support. Admin Users at the Admin level will have access to the Report Generator widgetWidget, where they can reconfigure edit field names and text displayed in the Report Generator screen. Users can only generate and subscribe to a report if they belong to the report user group associated with nominated for the report.  ETC

  

Info
titleReport creation notes

To utilise Report Generator's grouping and sorting features, a report must be created with 'Search', 'Group By' and 'Sort By' field groups, respectively. For assistance setting these up, refer to see Field Groups help.   



Step-by-step

...