Reports

The Reports Page provides functionalities for managing and visualizing data for specific tasks.

Refresh Reports

The Refresh button allows you to reload the Reports Page.

To refresh the reports, follow these steps:

1. On the Reports Page, click the "Refresh" button.
2. The page will reload from scratch, which can help if the page appears to be stuck or unresponsive.

Add Report

To add a new report, follow these steps:

1. On the Reports Page, click the "Add" button.
2. You will be redirected to the Add Report page.
3. Fill in the required information:
4. Add multiple organizations for the report.
5. Add multiple user roles or leave it blank if applicable.
6. Specify the type of the report (Dashboard or Report).
7. Click the "Save" button to register the new report.

Edit Report

To edit a report, follow these steps:

1. On the Reports Page, locate the report you want to edit.
2. Click the "Edit" button associated with the report.
3. You will be redirected to the Edit Report page.
4. Make the desired changes:
5. Delete or add multiple organizations.
6. Delete or add multiple user roles.
7. Change the type of the report (Dashboard or Report).
8. Click the "Save" button to save the changes.

Delete Report

To delete a report, follow these steps:

1. On the Reports Page, locate the report you want to delete.
2. Click the "Edit" button associated with the report.
3. You will be redirected to the Manage Dashboard Reports page.
4. On the Manage Dashboard Reports page, click the "Delete" button.
5. A warning pop-up will appear.
6. Confirm the deletion by clicking the "Confirm" button.