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Excerpt

Report Generator lets users customise and run CSS reports they have access to. If a report is also enabled for Report Subscription, it can be scheduled for reruns and emailed to select recipients on a daily, weekly or monthly basis.

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Info
titleReport design notes
  • The Report Generator and Report Scheduling features must first be enabled for your website by CV Support
  • Only Admin Users can design reports. Therefore, Admin Users determine the search by, grouping and sorting features of a report and have access to the Report Generator Widget, where they can edit field names and text displayed in the Report Generator screen. To utilise Report Generator's search by, grouping and sorting features, a report must have been created with 'Search', 'Group By' and 'Sort By' field groups, respectively. For assistance setting these up, see Field Groups help.    


Step-by-step guide

A User can only generate and subscribe to a report if they belong to the report user group nominated for the report when it was designed.

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