Reports module
- Oksana Vishchuk
- Damian Rozmiarkowski
- Justyna Stasiak
Introduction
In the Reports module, you will find tools for maintaining and improving your company's overall efficiency. Here you can:
create and review reports concerning different aspects of your work
monitor client feedback
keep track of the cash flow.
Business Reports tab
In this tab, you can generate reports with predefined settings and create new ones. The number of predefined reports depends on the features available in your XTRF Plan.
Click on the View drop-down list to select another view or create a new one.
Click the Import from File button to upload an XML file with report data from your local machine.
Use the filters on top of the list to narrow it down.
To add a report, click the Add Report button. For details, see the Create a report guide.
To open the settings of the selected report, click on its name in the table.
To open the report settings in the edit mode, click the icon in the right column.
To generate a report, click the icons in the right column:
icon to display the data in a chart
icon to display the data in a table
icon to display the data in a printer-friendly format
icon to download the data in a CSV file.
To display additional actions, select one or several checkboxes in the left column:
Click the Mark as Preferred button to place the report at the top of the reports list.
Click the Mark as Not Preferred button to remove the report from the top of the reports list.
Click the Export to File button to download a report as an XML file.
Click the Duplicate button to create a copy of this report. The new report will appear on the list as DuplicatedReportName(1).
Click the Delete button to delete the report.
It is not possible to delete several reports at once.
Select several reports and click the Multiple Change button to change user and client permissions for those reports. You will be directed to the Business Reports - Manage Permissions page. Select the Set radio button and proceed as described in the Create a report | IV. Decide who can see the report guide.
Business reports in XTRF are highly customizable. You can edit available reports to specify the data scope (temporarily or permanently) or create a new report to have the necessary data at hand.
Client Feedback tab
In this tab, you can review and manage the feedback reports that could be client complaints, client approval, or internal non-conformities.
Click on the View drop-down list to select another view or create a new one.
To learn more about views, see the Smart views article.
Click the Export button to download the list of feedback reports as a CSV file.
Use the filters on top of the list to narrow it down.
Click the icon to preview, download, or print the report in PDF format.
To open the selected feedback report, click on its name in the table.
To open the report in the edit mode, click the icon in the right column.
To delete the report, select the checkbox in the left column and click the Delete button on top of the list.
Although the feedback reports can’t be created in the Client Feedback tab, here you can enter the report and:
add or edit the details of the report
change its status to Resolved or back to Open
decide on the efficiency.
To learn more about feedback report settings, see the Add a feedback report guide.
Cash Flow tab
In this tab, you can track and analyze your future income and financial balance based on expected revenues and expenses.
For details, see the Generate a cash flow report guide.