Reports

Reports are an important piece to Ivinex, without them the Dashboard is useless. Reports help to visualize data that you’re storing within Ivinex. You can see table data, summaries, and graphs.  When you first load the reports tab, you will be presented with 2 areas.

• Reports Folder: Your list of report folders (that contain your reports).
• Reports Column: Lists of all the reports for the currently selected folder.
  
  

• Report Folder Management: It is possible to create new report folders by right clicking the Reports folder. When you right click, you will be presented with a menu containing the following options, as shown below:
  
  

• New Sub-folder: Create a new sub-folder beneath the current selected folder.
• Delete Folder: Delete the current selected folder.
• Edit Folder: Edit current selected folder.
• Folder Name: The current folder name. Change the text to change the folder name.
• Folder Permissions:
  • View: Which users and / or groups can view the selected folder.
  • Edit: Which users and / or groups can edit the selected folder.

Note: If you are an Administrator for your Ivinex site and you can't get the folder sub-menu to appear, please contact Ivinex for support.

• Open a report:  To open a report you simply open the appropriate folder, then click the report name in the report column.
• Move a report:  To move a report to a different folder, simply click and drag the report’s name to one of the folders in the report folders column.
• Create a report:  Clicking the New button in the report folder column, will popup a new report window.