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.
You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.
Click the Import from File button to upload an XML file containing report data from your local machine.
Use the filters above 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 for the selected report, click on its name in the table.
To open the report settings in edit mode, click the
icon in the right column.To generate a report, click one of the icons in the right-hand 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-hand 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 be displayed 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. Specify who can see the report guide.
In XTRF, business reports are highly customizable. You can customize the data scope in available reports (temporarily or permanently) or create a new report to have the necessary data at hand.