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The Report wizard is the main tool for creating reports and report templates.
You can start the Report wizard in one of the following ways:
By default, the Report wizard window is opened from the welcome page. To skip this page in the future, check the Skip this page at next startup option. You can navigate between the pages of the wizard using the <Back and Next> buttons. To stop working with the wizard, press Cancel.
Step 1 selection of the report type. The type of report is determined by the selected administrative unit. For instance, you can generate a report by user or user group, hours, days of week, etc. Depending on your choice, the Report wizard will suggest report generation options.
You can open the Report wizard on the corresponding step using the elements of the list located on the Quick reports tab of the Start page of the main program menu. To do that, double click a list element or choose the Create report or template command from the context menu of a list element.
If any report type besides Server is selected, you have to refine the report parameters on the Step 2. For instance, reports by users require you to select one or several users, reports by groups require one or several groups to be selected and so forth. Also, you can choose the data representation mode on this step: a separate section for each element or all elements combined in a single section. In the latter case, a consolidated report comprised of item-specific data will be created.
Step 3 enables you to specify which sections will be included into the report. The list of available sections is determined by the choice of the report type. Selected sections will be displayed in each report part.
This section also contains a list of corresponding settings. You can include or exclude any section from the report, specify the data sorting criteria, enable or disable data grouping and limit the number of lines in a section. The chart display parameters can be set using the Chart settings dialog.
To apply the modified settings only to the chart in the section where the Chart settings window was opened, click the Apply button.
To apply the modified settings to all sections, click Apply to all.
To cancel the changes, press Cancel.
Step 4 of the wizard enables you to choose the time interval to be used for report generation. To generate a report for all of the existing data (for a maximum known time interval), select Other and do not set the From and To values.
You can include working time only and exclude breaks.
Step 5 (final) of the wizard allows you to save the report as a template to be used in the future. Once the report is saved as a template, it can be re-used both in the manual and automatic (console) modes. Enter the name and description of the report, if needed, to make searching for it easier. Press Save report as template to save the template with criteria defined on the previous steps. Press the Create button to finish the work of the wizard and create the report.