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Gain Use the Report Center to gain a fresh insight into your website with a wide range of usage reports and dashboards. In the Report Center, you can easily create dynamic reports that feature charts and tables, either by making use of one of CardioLog's existing templates or by building a report from scratch. You can schedule a report to run automatically at any interval you would like, and you can preset permission permissions to view and/or edit a certain report or dashboard to ensure that the right people have access to the right data. It's also possible to export a report to various standard formats including SharePoint web parts, and to email a report to a new address or a predetermined distribution list.

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  1. In the Navigation pane, under Report Center, click a folder in the Reports tree, and then select New Report...  (You can first create a Reports folder by selecting New Folder...)

    Image Added
    Create a new report
     
     
  2. While in the New Report dialog, select the Blank Report option and click Next:

    Image Added
    Create a blank report


  3. Enter the Name and Description fields, select the number of columns for the report, and then click Next.

    To display dates in the Name and Description fields, use the following variables: $now$, $today$, $lastday$, $thisweek$, $lastweek$, $thismonth$, $lastmonth$, $thisquarter$, $lastquarter$, $thisyear$, $lastyear$


    Report details


  4. Schedule the report: according to a predetermined time interval (day, week or month), then click OK.


    Report scheduling



    The ad-hoc report generation option


  5. The blank report is now in Edit Mode. When a report is in Edit Mode, you can add widgets to it.
  6. Click Add in the Top Toolbar and select a widget to add to the report (for a complete list of available widgets, see the Reports Gallery).


    Add widgets to a report


  7. The following actions are available in the Top Toolbar while in Edit Mode:

  8. Upon analyzing the report, it is possible to create a static version with real time data (by selecting Generate Report) or to wait until the report is automatically generated according to the report scheduling. As long as there are no static versions for the report, it will be displayed in Edit Mode (if there are edit permissions for the current user) if it is selected from the Reports tree. Otherwise, the latest static version will be displayed.


    A Static Report


  9. The following actions are available in the Top Toolbar when the most recent report version  is displayed (static mode):
  10. Edit the time frame for a static report by clicking the Date Range link on the top right of the report.  Select the desired date range and time interval and clickOK.


    Re-creation of the report with a newly selected date range


  11. To remove the report, including all previous versions right click the report and select Remove from the Navigation Pane. To remove only the previous versions of the report, select Remove Historical Data.
    The report's Historical Data refers to all prior versions which are saved in the system. If a version exists for a selected date range, the actual saved version is displayed, and no query is submitted to the database. This is in order to save system resources and shorten the waiting time for the report.
  12. To modify the report properties (report title, description, number of columns and scheduling type), click the report and select Properties on the Navigation Pane.
  13. To view the report in a new window (without the CardioLog scheme) on the Navigation pane, click the report and select Browse. 

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