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| Use the The Report Generator to create creates reports on products, stock, payments, and receipts. Link It can be linked to the Report Subscription to automatically run and email reports to select users. |
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| STEPS | ACTIONS | NOTES |
|---|---|---|
| 1. | Access the Report Generator from the CMS | |
| 2. | You can also access it from the website dashboard | |
| 3. | Either path will bring up the Report Generator list of report templates. | By default, the system will Show Active Reports only. You can tick the checkbox next to Show Inactive Reports to display all reports in the system. |
| 4. | Let's run a Regional Trials Levy Report | You can scroll through the list or type part of the name into the Report Search field. |
| 5. | Click Run Report next to the report name. | |
| 6. | Type a meaningful name into the Report Name Field | |
| 7. | Select the teams for which you want to see the levy payment. | You can select a specific team by clicking the drop-down. We are going to product a report for all teams, so we will leave the Regional Trial Start and End fields blank. |
| 8. | Determine how you want to group the output | From the drop-down list, select the field by which to group the data. For this report, we choose Regional Trial. |
| 9. | Determine how you want to sort the output | From the drop-down list, select the field by which to sort the data. For this report, we will sort it by District, by Sport and Age (team), by Name. |
| 10. | Click Generate | When happy with the report parameters, click Generate. The system will save the CSV file as our report name. |
| 11. | Open the CSV file | |
| 12. | Some reports are not configured for subscription. | The system will display a message if the report is not configured for subscription. |
| 13. | Click Subscribe to configure the report to automatically run and email recipients. | When you subscribe a report, you set it up to email the contents to a select number of users. |
| 14. | Refer to the Report Subscription workflow. |