Creating a new report

If you have access to the piReports module, you will see a ‘Reporting’ icon at the top-right of the dashboard.

The Reporting module is split into 3 sections:

Reports: - used to create a report

Schedules: - used to specify when and how often the report will be sent to recipients

Monitoring: - used to check the scheduling process and view any issues

If you want to use piReports, you need the SMTP settings to be configured. Users also need to have permissions to be email recipients and permission to download PDF, Word and PowerPoint.

Creating a Report

To create a new report, click the ‘Add’ icon at the top of the screen.

A new blank report will be created, this works in a very similar way to the pi Dashboard in that it contains cells which can be split to generate a suitable layout for your report. Please refer to Report Layouts for more information.

To save a report, you must give it a name. If the name you enter in the Report Title field has already been used for a different report, the shading and exclamation mark will remain until you enter a unique name.

When a unique name has been entered, click the Save icon at the top of the screen and the report will then appear in the list of reports on the left-hand side of the screen.

Once the report has been saved, several options will become available:

	used to preview the report in a web page
	used to generate a pdf of the report
	used to download the report as a Word document
	used to download the report as a PowerPoint file
	this icon will open the Schedules tab, and pre-populate the email title field with the name of the report
	used to undo the last action
	used to reapply any changes that were removed using the Undo icon
	if you have an existing report, you can use this icon to duplicate the report as a starting point for your new report
	used to apply filters to your report