The Report Generator creates reports on products, stock, payments, and receipts. It can be linked to the Report Subscription to automatically run and email reports to select users.
| 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. |
