Updated Report Quick Start Guide

Overview:

This guide will cover at a high level the functionality of the updated reporting module. We will cover basic functionality including searching for, running, copying, renaming, and scheduling a report.

 

1. Prerequisites and Set-up:

  • The updated reporting module will be loaded when the Reporting main menu is clicked.

2. Getting Started:

  • From within the LLumin Application, to launch the reporting module, simply click on the Reporting main menu.
  • The first view that will be displayed with show the list of Frequently Used Reports as well as the reports tree as shown in the example below (Please note the content is subject to change).

3. Key Features:

To break out the previously shown example screenshot, we have 3 sections covered below.

Section 1

  • This section is the top action bar that includes the following buttons.
  • Run the selected report in either PDF, XLSX, SLX, or CSV format. Clicking Run without clicking the dropdown will run the selected report in PDF format by default.
    • After clicking to run a report in a specified format, a pop up will be shown for the specified filters.
  • Edit/Copy will open the selected report for editing if the report is not read-only (i.e. Standard Reports) and then the user can either click “Save” to save the changes over the existing report or click “Save As” to create a copy of the report with the changes made.
    • Standard reports will only allow for the “Save As” functionality to save a copy.
    • Please note that this functionality may be disabled based on user permissions.
    • A more detailed user guide on editing reports TBD.
  • Rename will allow the user to rename the selected report within the current folder.
  • Schedule will allow the user to set up a report to be scheduled. A subsequent wizard will be displayed to allow the user to specify:
    • Recurrence
      • Schedule Name
      • File type (PDF vs. Excel).
      • Schedule Time and Time zone (EST by default).
      • Pattern (Daily/Weekly/Monthly/Yearly) and based on the pattern chosen, additional options will be available (i.e. Recur weekly on Monday or Monthly on the second Sunday, etc.).
      • Range (i.e. Start Date and an optional End Date).
      • Next Execution Dates section to show the upcoming dates/times.
    • Filters
      • The filters shown will be the previously set up filters, but they can be overwritten as needed.
    • Recipients
      • To/CC/Reply To will accept either an existing user’s email address or an outside email address can be specified. CC and Reply To are hidden by default but can be shown by clicking the “more +” link below To address.
      • Subject
      • Body
  • Delete will allow the user to delete the selected report.
    • This button may be greyed out if the report is a standard report or if the user does not have delete permissions.
  • The Search Box will allow users to search through all reports either by name or by category when the box is checked.
    • Once the search bar is activated by clicking on it, the list of reports will reset to all reports and the search results will be displayed irrespective of the folder previously chosen.

Section 2

  • This section includes the reports tree which will show the relevant reports folders and the number of reports found within the specific folder. If the folder has child folders, expanding the parent will change the number of reports to only show the reports within the parent folder and collapsing the parent will show the total number of reports in all folders under it.
  • New folders included are “Favorites”, “Frequently Used”, and “Scheduled Reports”. Favorites will show those reports marked as a “favorite” and the Frequently Used is automatically filled with those reports used more than a handful of times.
  • Legacy folders include “My Company’s Reports”, “Standard Reports”, and “Forms”.

Section 3

  • This section contains the selected folder’s (or search results’) reports in either a tile or grid format and an option to sort by report title or the date it was created/last modified.
    • Grid Format will show a list of the reports with “quick launch” buttons to run the report in either PDF or Excel format, the report name, the date the report was Last Run, and a total Run Count.

 

  • Tile Format will show a tile for each report with “quick launch” buttons to run the report in either PDF or Excel format as well as a button to mark a report as a favorite (heart icon) and a button to make the report available on the home page (home icon).

5. Additional Resources:

Please reach out to our Support group at 413-233-5434 or support@llumin.zendesk.com for any further questions or concerns.