Reporting tool in Encodify is a handy functionality that allows to extract data from the different modules in the system, specify the filtering criteria for data extraction, create and upload pre-formatted templates with calculation formulas and resulting sheets, download the report in different formats, namely .xls, .xlsx or .csv. Generated reports can be either opened in Excel or saved to some directory on your computer.
With the Reporting functionality in the system you can:
Create a reporting module to create, set up, edit and delete reports
Select modules and fields from which data for the report will be extracted
Configure filters for fields to extract the exactly needed data for the reports
Include Log information (download log, change log, workflow log, workflow comments, general comments, timetable log)
Download generated report in .xls, .xlsx and .csv formats
Upload formatted templates and then download the reports with the updated data
Please note, that generating .csv reports behaves a bit differently to .xls and xlsx. There are two points in difference:
Only one module and no logs should be selected for exporting data in .csv reports generating;
Templates are ignored during the .csv output if any uploaded.