1.1.3 Overview
*Last updated: X ago: To refresh the Reporting App data, click on the top right.
*Reporting App: Use this button in the top left to switch to other Enreach Contact Apps.
* If you have end customers under your account you can select them here
You can choose between the following tabs:
Reports (default view)
To search a report
1 You can enter a search term in the Search bar. The search only applies to report names.
*The search is carried out immediately.
2 If no results are found for your input, click on CLEAR FILTER to go back to the previous page.
To filter a report type
1 Click on and select your desired report type, see 1.2 Report Types.
*A number on the Icon shows how many filters are set and the selected report types appear as buttons.
2 To clear a filter, click on the respective button
Or
Click on and uncheck the respective report type(s). Here you can also click Clear filter to deselect all.
Reports
1 On the start page, select the Reports tab.
There are three sections:
*Available: Lists all completed reports
*Recurring: Lists tasks (recurring reports) with the scheduled status
*Planned: Lists reports that are either pending execution, being executed or have an unknown status
The reports are displayed in a list with the following information:
Item
Explanation
Report type
Shows the report type, see 1.2 Report Types.
Date
Non-recurring reports:
Shows the date when the report was scheduled.
Recurring reports:
Shows the date when the next report will be scheduled.
Report Name
The name of the report.
Description
If available, shows the description added for the report.
Status
Reports/ Tasks can have the following statuses:
Done: The report is finished and generated.
Running: The report is being executed.
Scheduled: The report is scheduled (by a task) and has not yet been executed.
Cancelled: The execution of the task was cancelled while the job was in the 'Scheduled' status.
Error: The report/task is completed but threw an exception during the execution, or it has failed due to a certain problem. The job of creating the report has failed.
2 To view a report, click on it. See 1.1.4 View a report.
Calendar
1 On the start page, select the Calendar tab.
The Calendar section gives an overview of the dates when reports have been created and when recurring reports will be generated in the future.
The reports are displayed below the respective dates.
*Click on to go to the previous week or to go to the next week.
*Click on Today to jump to today’s date.
*Click on a recurring report to view the task.
Tasks
The tasks tab gives an overview of all scheduled tasks and completed reports in a table.
1 On the start page, select the Tasks tab.
*A table with your reports is displayed showing the following information:
Item
Explanation
Name
Name of the report.
Description
Description of the report.
Type
File type of the report: PDF (fixed-layout, read-only), CSV (comma separated, plain text format) or XLS (Excel table)
Status
Reports/ Tasks can have the following statuses:
Done: The report is finished and generated.
Running: The report is being executed.
Scheduled: The report is scheduled (by a task) and has not yet been executed.
Cancelled: The execution of the task was cancelled while the job was in the 'Scheduled' status.
Error: The report/task is completed but threw an exception during the execution, or it has failed due to a certain problem. The job of creating the report has failed.
Next report
If the report is recurring, shows the date, when the next report will be scheduled.
Start
Start date of the report.
End
End date of the report.
Interval
Recurring reports:
Interval in which the recurring reports are scheduled.
Non-recurring reports:
Sum of the time in the interval (from Start to End).
Recurrences
Shows how often the report is recurring.
2 To sort the table by a column value in ascending or descending order, click the respective arrow(s).
3 To cancel a task of recurring reports click and confirm with CANCEL TASK.
4 To delete a report, click on and confirm with DELETE.