30.9 Periodic Reports
Periodic reports are located under the Reports node in the navigation bar. In periodic reports, predefined statistical reports are standard monthly reports, while trend reports are standard quarterly reports. If predefined reports do not meet requirements, they can be modified or new custom reports can be created.
30.9.1 Creating Reports
There are three ways to create a periodic report: From Template, From Existing Report, From Query Conditions
Create from Template
When creating a periodic report from a template, you can select a template to inherit its condition and statistical settings, which can also be modified as needed.
Example: Creating a Print Statistical Report
1) In the navigation bar, go to Reports, right-click and select New Report → Create from Template to open the report creation interface.
2) Select Print Report Template → Standard Print Statistics or choose another custom print statistics template, then click Next.
3) Condition Settings: Includes general computer and user scope, as well as advanced conditions. The template’s default conditions are displayed but can be modified. After setting, click Next.
4) Statistical Settings: Includes statistics type selection and detailed settings. Defaults from the template are shown but can be modified. After setting, click Next.
5) Report Generation Period: Open the dropdown to view existing periods. Select a period, and if needed, click Modify Settings on the right to adjust values. After setting, click Next.
6) Basic Report Information: Set the report name, location, and remarks. After completing these settings, click Finish.
Note
1. When creating a report from a template, the selected template’s condition and statistical settings are used by default and can be modified. Modifications only apply to the current report; the template itself remains unchanged.
2. For any report creation method, after selecting an existing period, changes to values within that period only affect the current report; the original period settings remain unchanged.
Create from Existing Report
When creating a report from an existing report, you can select a previously created periodic report. The new report will inherit the selected report’s condition settings, statistical settings, period settings, and display settings, all of which can be modified as needed.
- In the navigation bar, go to Reports, right-click and select New Report → Create from Report.
- The creation steps are similar to creating a report from a template.
Create from Query Conditions
When creating a report from query conditions, you can select an existing query. The new report will inherit the query’s condition settings, statistical settings, and display settings, which can also be modified.
- In the navigation bar, go to Reports, right-click and select New Report → Create from Query Conditions.
- The creation steps are similar to creating a report from a template.
30.9.2 Viewing Reports
To view a report, select it under the Reports node in the navigation bar. The data will appear in the display area on the right.
Report Date Selection: The dropdown lists all available time periods that have been calculated. For example, if a periodic report for September 2016 is created with a standard monthly period, once the report is generated, September 2016 will appear in the dropdown. After generating the October report, October 2016 will also appear.
Statistics Type Selection: You can switch between available statistics types. Only the statistics types set when creating the periodic report will appear in this dropdown.
Displaying Results: After selecting a report date and statistics type, the corresponding chart will be displayed. In the top-right corner of the chart, you can choose the number of data items to display and the chart style. By default, all data is shown, with bar charts for statistical reports and line charts for trend reports.
Viewing Details: Below the chart, detailed data is displayed. Double-clicking a data row shows the detailed contents. Right-clicking a column header allows you to add or remove displayed data columns.
30.9.3 Modifying Reports
After a report is created, you can modify its settings by selecting the target report and choosing Modify Report from the right-click menu.
The right-click menu also allows you to rename, delete, or move the selected report.
30.9.4 Enable and Pause
By default, reports are enabled after creation, meaning they will be generated according to the configured period.
- To stop report generation, select the target report and choose Pause from the right-click menu.
- To resume periodic generation, select the report and choose Enable from the right-click menu.
30.9.5 Other Operations
On the right side of the statistical conditions in the data display area, you can perform the following operations on the selected statistical report.
Save Statistical Conditions
Click Save to store the currently selected statistical conditions. The next time the report is selected, the previously saved conditions and corresponding results will be displayed. Saved conditions can include default displayed columns, chart type, number of displayed items, and similar settings.
View Report Information
Click Report Information to view key details of the current report, including condition and statistical settings. User-modified settings are displayed, while system default settings are not. To view the complete settings, select the report and choose Modify Report from the right-click menu.
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