Report Book Configuration

Overview:

Report Books eliminate the requirement for a User to log into COGS-Well or manually run a report or set of reports. Multiple Report Books can be configured (i.e. end of week and end of period).

Report Books can be configured to include one or more reports and for one or multiple Sites. The report parameters for each report included in a Report Book can be preconfigured.

Report Books can be scheduled to be delivered via email automatically to a User Group.

Things to Know:

• Report Books require a Report Template for each report included in the Report Book.
• Site Groups can be added to a Report Template. If you want to use a Site Group, it should be configured first. Here is a link to an article for setting up Site Groups.
• Report Books require a User Group for automated delivery via email. Here is a link to an article for setting up User Groups.
• Report Books can be scheduled to be automatically delivered via Controller Actions. Here is a link to an article for setting up Controller Actions for Report Books.
• COGS-Well Support is happy to help you configure or to configure Report Books for you. Please contact us at support@cogs-well.com.

Configuring a Report Book:

Navigate to Tools>Report Books>Report Book Configuration to configure a Report Book. Please note that Report Templates should first be configured for each report that you wish to include in the Report Book configuration.

Upon selection of Report Book Configuration, a grid like the one below will display any Report Books that have already been configured:

Add a New Report Book Configuration:

Click on the blue + Add button in the grid header to add a new Report Book Configuration. You will see a display like the one below which is on the General Tab of the new Configuration display:

General Tab:

Make Global: Adding a checkmark to this field will make the template available to all of your Users.

Name: Add a name representative of all of the report templates you plan to add to the report book. For this example, we are going to enter "End of Period Reporting".

Comments: Add comments if you think they will help a User recognize the content of the Report Book. For this example, we are going to enter "Extensions, Sales Mix, and Cost of Sales Reports".

Report Parameters Tab:

Now we will move to the Report Parameters tab. Report Parameters on this tab are used to select the Report Templates that you wish to include in the Report Book Configuration:

Add a Report Template: Use the "+" icon to add a new Report Template. You will have the option to select from the report templates that you have already set up. In this example, we are going to select three report templates - Extensions, Sales Mix, and Cost of Sales.

Our completed Report Book Configuration Parameters look like the example below:

Save, Save & Exit, and Exit

Save - Saves the entry or entries without exiting.

Save & Exit- Saves the entries and exits.

Exit -  Exits without saving any new entries or edits. You will be asked, "Are you sure"?