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Reminder Bread and Butter - see previously published terms.
Navigate to the Reports page by clicking Reports in the left hand navigation panel.
Create Reports Features
Related pages
Click the links or items in the page to access any of the following pages:
Reminder Bread and Butter - see previously published terms.
Create a table of Report names and a summary of their functions, then link to specific types to document each. see table at /wiki/spaces/PCTS/pages/23168483384
description of reports: Available Portal Reports
overview of reports: Reports
Report API: Build Reports via the API
add events: /wiki/spaces/PM/pages/23229890572
scheduled reports: /wiki/spaces/~458745391/pages/22795485237
better scheduled reports: /wiki/spaces/PORTAL/pages/22782443521
reports api again: /wiki/spaces/SKB/pages/23217111049
specific note on reports here: /wiki/spaces/PM/pages/23129915561
monthly statement with definitions /wiki/spaces/PM/pages/23208722608
my transaction details report from payments Transaction Details Report
Reporting is a vital part of any business, by enhancing the report structure:
Create efficiencies to pull the data by using a Data Lake structure and reducing the time to bring reports.
Added granularity.
Build on new reporting fields and reports.
Reduce daily task to pull reports by increasing range periods for the reports.
Bug fixes and enhancements to reduce risk of financial loss of business leaving due to reporting/reconciliation issues.
Create Reports Page Features
Click here to view the features of the Create Reports page.
Select Report - drop down
16 options
Report Date, Templates, Filter By (Optional)
Some have advanced filters, some have option for quick report
On same doc page or separate pages