Instant Report Generation
The Instant Report Creation page allows you to generate reports instantly using data available on the platform for a selected date range. Generated reports can be downloaded in PDF, Excel, or CSV format and optionally shared via email.
Instant Report Creation
The report creation screen allows you to configure the report type, report template, date range, format, data resolution, and scope from a single interface. The report is generated immediately based on the available system data.
Generate the report you need in just a few steps
The Instant Report Creation screen allows you to select the report type, configure filters, and export the generated report in your preferred format.
Report Type
Defines the category and content type of the report to be generated.
Report Template
Quickly generate reports by selecting one of the predefined report templates.
Date Range
Specifies the start and end dates to be included in the report.
Report Settings
Configure format, data resolution, scope, and additional options from a single screen.
Report Components
Each configuration field directly affects the content and scope of the generated report. Proper configuration helps you access the required data more efficiently.
Report Type
FilterReport Template
TemplateDate Range
TimeData Resolution
AnalysisReport Creation Workflow
Follow the steps below to generate an instant report. Each step ensures that the report is created using the correct filters.
Select Report Type
Choose the report category that matches your needs.
Select Template
Choose one of the predefined report templates.
Configure Filters
Set the date range, resolution, and scope.
Generate Report
Generate, download, or share the report.
Scope and Output Settings
Scope and output settings determine which data will be included and how the generated report will be used.
Scope
DataReport Format
OutputAdditional Options
Optional features can be included to enrich the generated report and provide more detailed analysis.
Include Charts
VisualizationInclude Statistics
AnalysisSend by Email
SharingThings to Consider
Scope Selection
Email Delivery
Data Resolution
Conclusion
The Instant Report Creation feature allows you to generate reports using current platform data with the desired filters. Reports can be downloaded, shared, and used in different analysis processes without creating a scheduled report.