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Introduction

S-360 reports are tables with the possibility to display a simple chart on top.
The configuration screen will allow you to select the proper dataset (domain), apply filters and options (groupings, columns, etc.), and several export possibilities.

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The general structure of a report includes two main sections and general saving/sharing options:

Filters (1): some of them might be hidden (click on to display them)

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1 - Tick the filters' check box → to set the related filter filters as visible and modifiable for the operators (with read only privileges)

2 - Untick the filters' check box → to set the related filter filters as not visible and therefore not modifiable for the operators (with read only privileges). Please note that the filter filters will still work as configured!

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1 - General options: NB when modifying the options values ' choices the columns selection below (see point 3) are often reset, resulting in a loss of configuration. We suggest you select these options before filtering the columns, in order to avoid redoing the settings.

2 - Groupings: depending on the domain is it possible to set up to 5 possible groupings as the first 5 columns of the report. NB: it means giving up all the details per row that by nature cannot be added up (example: tariffs name.    .

      NB Grouping allows you to have fewer rows, summing values that are quantities or amounts. However, sometimes grouping results in a ''loss of columns‘’It means giving up all the details per rows that by nature cannot be summed (like tariffs names), and sometimes resulting in a loss of columns.
            → If they are important values, you can set them directly as groupings (if available)
            → You may need to use different reports and/or external data manipulation

  example: List of payment: Grouping payments makes 'Rate' column disappear.

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1 - Sharing: review access preferencessettings

2 - Last update: this will tell you up to what time the report's results will be. It refreshes every few minutes.

3 - Preview: to launch the report without saving it (often used during first report configuration, to go back and forth to set and refine the options until the desired result is achieved)

4 - Saving:you can rename the report from here (Save as) though : be aware that if you "save as" the edit screen will stay on the original report originally opened (not the new one just saved).

Results and export options

You can open the read-only screen of each report by clicking on GENERATE or double-clicking on its line. This screen will show only the filters/options ticked during the configuration.
Once generated, each standard and custom report will have:

1 - Summary of filters
2 - Chart (if anyticked)
3 - Columns, groupings and resulting data as configured according to filters
4 - Export options

You might need to export the results as csv or excel file to apply further personalization outside the solution.