Selecting a Template #
- After signing into your Infortel Dashboard, select Reports from the Reporting dropdown menu.
- Select Open from Template.
- Select the report you wish to create. You can choose from a blank or a ready-made template.
- Note that reports with the
icon don’t let you customize the Format or Fields tabs.
- Note that reports with the
Reports Tab Overview #
Constraints: Sets the date range and filters that will apply to the report.
Fields: Used to create the report layout, and is divided into two sections.
- Headers: Provides field names that can be used as headers in the report
- Columns: Used for specifying which field names will be used as columns in the report.
Format: Used to choose the format of the report, and control how specific fields appear; such as date and time, whether it is a report of data file, and other options.
- Note that the Format tab is only available for Shipped and User Designed Templates,
Options/Layout: Provides various options that can be included in the report, such as page breaks and sorting.
Output: Used to select whether a report will be emailed as an attachment, or use the Report Portal. Choosing Report Portal will email a message informing the recipient that a report is available, along with a link to the Report Portal where they can view the report.
- When adding multiple email recipients, separate each address with a semicolon.
Schedule: Used to schedule a report to be delivered either once at a specific time, or on a regular interval.
Email Merge: This is used to simplify the process of providing organizationally based reports to managers. For example, to provide an Organizational Summary to all department managers for their department only, Email Merge will allow you to create one report that then sends each manager just the information they need. This is much easier than creating multiple reports, one for each manager with the appropriate constraints.
- The Email Merge tab only appears for Report Administrators and is made available only for Designed Reports, and Standard Reports that are organizationally based.
Potential Output Error #
If your report is timing out, or you receive an error, the report might be too big. If you’ve verified no issue with the selected constraints, then the report may be too big to send via email. In this case, you will need to select Report Portal instead of Email on the Output tap. That will email a link to open the report.