Generate reports in bulk

For convenience, a button can be created on the dashboard to generate reports. This way, a single click of the button will initiate the report export from the VIEW mode.

In cases where there are multiple reports, when creating the button, you can immediately select the one that will be exported.

Bulk report generation

The extended functionality allows for exporting multiple reports simultaneously with a single button click.

• First, click on the ‘Create a report’ icon and select any of the reports.

• Then, select the button -> ‘Look and feel’ section in the left menu panel -> Reports.

• Here, you can select which reports will be included in the export when the button is clicked. Tick the checkboxes for the ones you need.

Since the button is created with an automatic label based on the first selected report, we recommend renaming it to make it clear that it works for multiple reports. To do this, go to Look and Feel -> Label and enter a new label for the button.

Similarly, you can change the report assigned to an export button without recreating it: untick the current report and select a new one for the existing button.