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Description





Structure

Generate - Executes the report based on the selected filters or parameters.

Find- Allows users to search within the report for specific text or values.

Collapse/Expand Groups – Show or hide grouped sections in the report.

Print Button- Opens a print preview or directly sends the report to a printer.

Fit to Screen/Zoom Button- Adjusts the report layout to fit within the screen or zooms into specific areas.

Search Button (Magnifying Glass)- An alternate or advanced search tool for locating specific records or entries.

Edit Mode Button- Enables editing mode for the report or screen.

Save disk- Allows formatting or exporting options to be saved to the desk as per required formats, such as to Excel or PDF.

Send- Used to email or forward the report directly to another user or contact.

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Filters and Parameters

Report date- Select on date of the report

Entity – Selects a specific legal entity or company unit; the report shows data for the chosen entity only.

Project – Filters the report to a selected project