BizCortex documentation

Saved reports

The list of your own and shared reports, with dataset, sharing and schedule at a glance.

Open Analytics, "Report builder". The page lists every saved report you may see as a card. You see your own reports and every report another user has shared, as long as you are allowed to read the data of its dataset. Reports on a dataset you may not read are hidden, even when they are shared.

Saved reports
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Sales
  • Purchase
  • HR manager
  • Viewer (open and export only)

Steps

  1. 1. Open a report

    Click the name of a report card. The report opens in the builder, where you can run, export or change it.

  2. 2. Create a new report

    Click "New report". The builder opens empty and asks you to "Choose a dataset".

  3. 3. Delete a report

    Click the trash icon on the card. Confirm "Delete report?". Only the owner of a report sees the trash icon and can delete it.

Fields and options

Name

The name you gave the report when saving it.

Dataset

The data source of the report, for example Invoices or Journal lines.

Description

The optional description entered when saving.

Shared

Badge shown when the report is shared with everyone allowed to see the data.

Scheduled

Badge shown when the report is sent regularly by email. The badge also shows the schedule expression.

Last sent

Date and time of the last email delivery of this report.

Tips

  • Give reports clear names. Shared reports appear for many colleagues, sorted alphabetically by name.

Good to know

  • When there are no reports yet, the page says "No saved reports yet" and explains: pick a dataset, columns, filters and groupings, then save the report.
  • Users with the Viewer role can open, run and export saved reports, but cannot create or change reports.
  • The Employee role has no access to the report builder.

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