Reports

This section displays all the reports, available to the current user. A report is a selection of data, systematized by certain criteria and intended for analysing the activity of the users and the company in general.

By default this section allows generating the following system reports:

Aggregate report on schedule compliance – displays statistics on user tasks over a certain period: the number of assigned, completed and overdue tasks.
Report on document task compliance – displays the list of document-based tasks. This report shows the list of all the tasks, executors, due dates and statuses.
Report on business activity – displays all the tasks, relationships, calendar events, deals and leads over a certain period on selected ELMA users.
Report on schedule compliance – displays detailed information about the tasks of an ELMA user over a selected period: assigned, completed and overdue tasks and so on.
List of category records – displays the list of all the documents, registered in a particular category in a particular year. This report is available only if the user has the ECM+ application activated.

The Reports section is only available to users with the required access permissions. By default, only the system administrator has access to this section and all the system reports. The permissions are assigned by the system administrator in Administration - Basic Applications - Reports - Access Permissions for the Reports Module or Administration - Users - Access settings - Global access settings - Reports - Access to the "reports" module. For more information on assigning access permissions, see the respective Help section.

Fig. 1 shows an example of the Reports section.

Fig. 1. Reports section

(3.1) to the right of a report name means that the logic of building this report was last modified in ELMA 3.1.

System and user reports in this section are displayed in separate units and are sorted by name. User reports are created by the system administrator in ELMA Designer. System reports are marked with

, and user reports are marked with

When you click on a report name, the report parameters page opens. After setting the required parameters and clicking Show Reports in the toolbar, the page of the generated report opens. To learn more about generating and viewing reports, see the respective Help section.

You can search reports in ELMA by name. Note, that reports display all the objects, found in the system according to the specified parameters, however, to open an object's page, the user has to have the respective access permissions.

Toolbar Buttons

The set of toolbar buttons is different for system and user reports. You cannot configure toolbar buttons of a system report. Toolbar buttons of a user report depends on the settings, configured when creating the report in ELMA Designer.

The following buttons are available on the page for generating a system and a user report:

	Go to the main page of the Reports section.
	Generate a report according to the configured parameters.

The following buttons are available on the page of a generated system or user report:

	When you click Export or a drop-down menu appears, where you can select one of the formats to export the current report to: PDF; Excel 2007; Excel 2003; Word 2007; RTF; Text File. This button is available in the aggregate report on schedule compliance, report on schedule compliance and user reports.
	When you click Print or , a drop-down list appears, where you can select one of these actions: Print in PDF – open the report as a PDF file and print it; Print Current Page – print the current page of the report; Print All Data – print the entire report. The available actions vary depending on the selected report type.
	When you click Document or , a drop-down list appears, where you can select on of these actions: Save the report as a web-document. Save and send the report