Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
| Both sides previous revision Prejšnja revizija Naslednja revizija | Prejšnja revizija | ||
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us:slobase:manual:c_modules:l_reports [dd/mm/Y H:i] ppoje |
us:slobase:manual:c_modules:l_reports [dd/mm/Y H:i] (Trenutna) admin |
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| ======Reports======= | ======Reports======= | ||
| - | Produs IT enables creation of arbitrary reports. Some reports are already available and you can create new ones for your own needs. | + | Produs IT enables you to create arbitrary reports. Some reports are already available and you can create new ones for your own needs. |
| Choose the //Reports// tab. | Choose the //Reports// tab. | ||
| Vrstica 30: | Vrstica 30: | ||
| If you wish to make changes to the preset report, click //Settings//. | If you wish to make changes to the preset report, click //Settings//. | ||
| - | =====Creating report===== | + | =====Creating rep |
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| + | ort===== | ||
| You can create an entirely new report or just remake the existing one by clicking //Settings// or //Edit//. | You can create an entirely new report or just remake the existing one by clicking //Settings// or //Edit//. | ||
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| {{si:slobase:manual:c_modules:reportnewmodule.png|}} | {{si:slobase:manual:c_modules:reportnewmodule.png|}} | ||
| - | Choose a module you wish to create a new report for and choose which module it will be linked to. If we are interested in sales activities, we will choose the //Posli// module and link it to //Tasks and events//. | + | Choose a module you wish to create a new report for and choose which module it will be linked to. If we are interested in sales activities, we will choose the //Opportunities// module and link it to //Tasks and events//. |
| Click on //Next// confirms our choice of modules. | Click on //Next// confirms our choice of modules. | ||
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| {{si:slobase:manual:c_modules:reportculoms.png|}} | {{si:slobase:manual:c_modules:reportculoms.png|}} | ||
| - | There are columns on the left side, available to be included into the report. Select the field by clicking its name and then click //Add//. The field will appear in the right column. | + | There are columns on the left, available to be included into the report. Select the field by clicking its name and then click //Add//. The field will appear in the right column. |
| When you have selected all fields, you can change the order of the shown columns. | When you have selected all fields, you can change the order of the shown columns. | ||
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| The criteria can be set with basic and advanced filters. | The criteria can be set with basic and advanced filters. | ||
| - | <note tip>If you need help with setting filters, please call us at ++386 1 510 15 30.</note> | + | <note tip>If you need help with setting filters, please call us at ++386 70 550 969.</note> |
| Finally click on the //Save and run// button. | Finally click on the //Save and run// button. | ||
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| Finish creating the report with clicking //Save//. | Finish creating the report with clicking //Save//. | ||
| + | ~~ODT~~ | ||