Category: Tutorial – Reports
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The Report View anatomy explained
Read more: The Report View anatomy explainedThe AutoROICalc Report consists of two main parts, the Report Chart, and the Report Data Table. This can also be spotted at first glance when looking at the Report View. The Report Chart and Data Table. What else would you need? You can interact with the Report Chart to get the exact point values or…
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Report Automation
Read more: Report AutomationReport Automation helps for example to maintain the Report configuration or to notify about important events based on the latest Records. How to add Report Automation To add automation to your Report, select one of the available automation types. In this tutorial, we are going to select the E-Mail Notification. Let’s get guided by the…
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Data Enrichment
Read more: Data EnrichmentThe Data Enrichment Item performs a selected operation between two Report Items, and thus adds a new Report Item, presenting the results of this calculation. This tutorial shows how to add Data Enrichment to your Reports. How to Enrich the Data To add a Data Enrichment item to your Report, select one of the available…
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Additional Report Item Settings
Read more: Additional Report Item SettingsThe Report item is titled as the “Record Type – Record Source” in the Report by default. The User might like to set custom titles for his Report items. Among other Report item settings, this tutorial shows how this is possible. How to set custom Report item title, if the item is average, or cumulative…
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On Adding the Report Items
Read more: On Adding the Report ItemsEach Record Type – Record Source(s) pair represent the Report item. Please refer to the Basic Concepts section to learn more about the Report item. Adding “basic” Report Items is explained in this tutorial. How to add a Report item by creating the Record Type – Source pair? By adding the Report item, we are…
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Selecting the right reporting time base. How does it relate to period type?
Read more: Selecting the right reporting time base. How does it relate to period type?The reporting time base on the terms of AutoROICalc represents a particular time period, a data point of the Report chart. The available time base options are explained in this tutorial. How to select the right reporting time base? In this tutorial, we use a sample Report along with sample Records for demonstration purposes. Changing…
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Selecting the right reporting period type
Read more: Selecting the right reporting period typeThe reporting period type in the AutoROICalc terms means, how the report date range will be determined. There are three options that are going to be explained in this tutorial. How to select the right reporting period type? In this tutorial, we use a sample Report along with sample Records for demonstration purposes. Changing the…
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Creating your first Report
Read more: Creating your first ReportThe AutoROICalc Report represents the development of related records for a certain time frame. It collects, prepares, and presents data to be accurately accessible with reliability for enjoyable decision-making. The purpose of the AutoROICalc Report is to show how you are doing with any kind of activity. The purpose is to give and guide you…