Support & Documentation

User Guide

Working with Report Configurations

Overview

actiTIME users can save configurations of report parameters individually for each of the reports. Saved report configurations are public and available for all users who have access to the corresponding report.

Working with report configurations includes the following activities:

• • Create New Report Configuration
    
  • Load Report Configuration
    
  • Update Report Configuration
    
  • Delete Report Configuration
    

Create New Report Configuration

You can save configuration of report parameters for future use when generating reports (in both HTML and CSV formats).

To save a configuration of report parameters follow the instructions below:

1. Configure all report parameters up to the point when you are ready to generate a report.

2. Select 'Save configuration of this report as' option at the bottom of the report form and enter the name of new report configuration.

   
   Option 'Save configuration of this report as'

   Note that the name of report configuration should be unique for the report you are working with.

   If you enter the name which already exists in the system, actiTIME will update the report configuration stored under this name with the new report parameters.

3. Generate report in HTML or CSV format. The system will store report configuration under the specified name and show you the report in the chosen format.

   Note that saved report configurations will store date range only if it was set to one of the following: 'current month', 'current week', 'previous month', or 'previous week'. If stored, date range will also be loaded as 'current month', 'current week', 'previous month', or 'previous week'.

Load Report Configuration

To load a report configuration select the needed one in the drop-down list located above the report form. The system will automatically load parameters of the selected configuration to the report form.

Update Report Configuration

To update a report configuration follow the instructions below:

1. Configure all report parameters up to the point when you are ready to generate a report.

   You can also load a report configuration and then change report parameters.

2. Enter the name of the report configuration to update in the field 'Save configuration of this report as' (or select a configuration to update in the drop-down list).

   
   Selecting a report configuration to update

3. Generate report in HTML or CSV format. The system will update the selected configuration according to the configured report parameters and show you the report in the chosen format.

   Note that saved report configurations are public. So changes in a report configuration will affect all system users who have access to the corresponding report.

Delete Report Configuration

To delete a report configuration follow the instructions below:

1. Load a report configuration (see section Load Report Configuration).

2. Click on 'delete this report configuration link' link.

   
   'delete this report configuration link' link

   You will be asked to confirm deletion of the selected configuration. If you confirm it, the system will delete this report configuration.

   Note that saved report configurations are public. So deletion of a report configuration will affect all system users who have access to the corresponding report.