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# How To...

How do I generate a report?
Using the Supervisor app, select the Reports Tab. At the top left hand corner of the tabbed page there will be a small icon, , click this to open the Report Options slide out panel. Select the report you want to generate from the list of available reports, enter the different parameters you require, and press the Generate button. The report is displayed in the tabbed page.
How do I generate a chart?
Using the Supervisor app, select the Charts Tab. At the top left hand corner of the tabbed page there will be a small icon, , click this to open the Chart Options slide out panel. Select the chart you want to generate from the list of available charts, enter the different parameters you require, and press the Generate button. The chart is displayed in the tabbed page.
How do I export a report or chart?
Just below each chart or report, on the right hand side, you will see a small icon, , if you hover the mouse over the icon a small 'Export to Excel' tooltip will be displayed. All you have to do is click this icon to export either report or chart (it's the actual data used to create the chart or report that is exported). A dialog will open giving you the chance to manually enter a filename and destination for the exported file.
What are named reports and how do I create a one?
Named reports are saved versions of the standard reports that have a full set of report parameters saved with them. When you generate a named report the parameters saved with that named report are used to extract the data for the report. You can change any of the report parameters if you want to. Named reports can be used when you want to automatically export a report. Save the required report parameters to a named report then include that named report in a schedule to have the data for that report exported automatically. See the Named reports topic for more details.
How do I export reports automatically?
You can export report data automatically into any one of several different formats. You must first create the named reports which describe the reports that you want to export, then create a schedule which describes when and where the reports are to be exported to.
What are schedules and how do I create one?
A schedule describes how you want reports exported, when you want them exported, and where you want them exported to. You can have many schedules and include many reports in each. In the Supervisor app, select the Schedules Tab. You can add, edit, and remove your schedules from this tab. There are a number of parameters from your schedule that must be entered, but the app will guide you as much as possible. You need to have already created some named reports before you can create a schedule. See the Named reports topic for more details about these. Once you've done that, adding a new schedule is as easy as clicking the New button. Every minute the CCS report server will check the settings of every schedule. If the conditions for export are true, the server will generate each named report it finds in the schedule and export the results in the appropriate format to the destination specified. Once processed, the schedule remains inactive until the next time its conditions for export become true. See the Adding a new schedule topic for more details.
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