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T Analyst - New Reports tab

by Community Manager ‎15-10-2016 08:26 AM - edited ‎15-10-2016 08:35 AM

We have made some changes to assist with navigating through reports in T Analyst.

 

1.  The cost allocation, summary and detail reports are now accessible through the reports tab.

 

Home page - reports.JPG

 

Cost Allocation 

 

1.  Table will automatically display cost centre allocation based on hierarchy selection.  

 

Reports - Cost Allocation.JPG

 

2.  Users can alternate between different hierarchies.

 

Reports - Cost Allocation hierarchy drop down.JPG

 

 

 

3.  New in help function to explain features on page.

 

Reports - Cost Allocation in help.JPG

 

4. Users can utilise new search field to drill down to a specific cost centre level.

 

Reports - Cost Allocation search field.JPG

5. Select download icon to extract cost allocation report.

 

Reports - Cost Allocation - download.JPG

 

Summary Reports

 

1.   All default reports are listed underneath each report type. Users can click on report type name to expand or collapse list of reports.

 

Summary reports main page.JPG

 

2.   Additional drop down menu titled "Hierarchy" allows users to alternate between different hierarchies.        

Summary reports - hierarchy.JPG

 

3.  The cost centre drop down menu allows user easy access to their cost cente level.

 

Summary reports - cost centre level.JPG

 

 

4.   A "browse" feature has been added to cost centre level drop down menu.  This allows

     Users to search or select any cost centre within their hierarchy.

 

Summary - browse.JPG

 

5.  In help function provides explanation of options on page.

 

Summary - in help.JPG

6.  Users can edit report by clicking on "edit" icon.

 

Summary - edit field.JPG

 

 

7.  Users can schedule a report by selecting the "Request Report" icon.

 

Summary - request report.JPG

 

8.  To delete a report, users can select "Remove Report" icon.

 

Summary - remove report.JPG

 

 

9.  To select report, click on report name.

 

Summary reports - select report.JPG

 

10. Report will be displayed, in standard view mode.  Users can select to view report in full screen mode.

 

Summary reports - full screen mode.JPG

 

 

11.   To apply a filter in report, click on filter drop down menu and select appropriate option.

 

Summary reports - filter.JPG

 

 

12. To view report in graph mode, select graph icon.

 

Summary reports - graph mode.JPG

 

 

 

13.  To download report, select download icon.

 

Summary reports - download.JPG

 

14. Select the format of the report and click ok.

 

Summary reports - download format.JPG

 

Detail Reports

 

1.   All default reports are listed underneath each report type. Users can click on report type name to expand or collapse list of reports.

 

 Detail reports - full list.JPG

 

2.   Additional drop down menu titled "Hierarchy" allows users to alternate between different hierarchies.        

Detail reports - hierarchy.JPG

 

3.  The cost centre drop down menu allows user easy access to their cost cente level.

 

Detail report - cost centre.JPG

 

 

4.   A "browse" feature has been added to cost centre level drop down menu.  This allows

     Users to search or select any cost centre within their hierarchy.

 

Detail report - browse.JPG

 

5.  In help function provides explanation of options on page.

 

Detail report - help.JPG

6.  Users can edit report by clicking on "edit" icon.

 

Detail report - edit.JPG

 

 

7.  Users can schedule a report by selecting the "Request Report" icon.

 

Detail report - request.JPG

 

8.  To delete a report, users can select "Remove Report" icon.

 

Detail report - remove.JPG

 

 

9.  To select report, click on report name.

 

Detail report - select report.JPG

 

10. Report will be displayed, in standard view mode.  A plus sign will allow users to display

      relevant charges associated to item.  

     

      Alternatively, users can view report in full screen mode, which will  display all fields.

 

detail report - plus sign.JPG

 

 

11.   To apply a filter in report, click on filter drop down menu and select appropriate option.

 

detail report - default filter.JPG

 

 

12.  To download report, select download icon.

 

Detail report - download.JPG

 

13. Select the format of the report and click ok.

 

Detail report - format.JPG

 

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