The Report Generator BG (background) will generate report(s) in the background which will allow the user to navigate away from the Report Generator BG page. You can view generated and queued reports on the Mange Reports page.
NOTE: Options to download, edit, delete, and rerun BG reports will be on the Manage Reports Page.
To get started, navigate to Reports > Report Generator BG.
Select Report - This drop-down contains the list of available reports. Please see our Report Generator article for details on our default reports.
Report Name - The name of your report. The value for this field will appear on the "Report Name" column of the Reports tab on Manage Reports.
Create New Report - Create a custom report template. This is done by selecting an existing report, and then clicking "New" in the blue drop-down button:
Custom Report Options
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- Cover Page Options - Editable sections for the cover page.
- Report Sections - Modify which data sections will be included in the report.
- Filters - Use filters to include/exclude data from the report.
NOTE: Please see our Report Generator article for more details on the Custom Report Options.
Advanced Settings - These are additional settings that you can use to further customize your reports. You can change the date and time format as well as the timezone for all dates displayed in the report.
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