Use Reports Center Home page

The Reports Center’s homepage provides an overview of key metrics (total reports and schedules) and allows users to perform actions such as uploading reports, creating schedules, and accessing detailed report of schedule statuses. 

1. Reports section: Displays the total number of reports available.

   1. Provides quick access to the following:

      • Favorites: Displays reports marked as favorites by the users.

      • Latest: Displays the most recently updated manual reports or scheduled reports..

   2. Includes the following actions:

      • Status indicator: Displays the status of the report. For example, completed, error, or never run.

      • Download: Allows users to download the report.

      • Open in Excel online: Provides users with seamless access to their reports directly in Excel Online. When the feature is selected for the first time, users will be prompted to authorize access to their Microsoft account to ensure secure integration. This is a one-time setup. After authorization, the selected report will open in Excel Online, where it will be displayed in read-only mode.

      • Upload reports button: Redirects users to upload new reports quickly.

2. Report Schedules section:

   1. Displays the total number of report schedules.

   2. Highlights the status of report schedules in the last 30 days:

      1. Errors: Displays the number of failed schedules.

      2. Completed: Displays the number of successfully executed schedules.

      3. Create report schedule button: Redirects users to create and configure a new schedule for reports.

   Tip: Mark your preferred reports as favorites by clicking the star icon located on the Reports page for each uploaded report. The reports that are marked as favorites will appear on the homepage, allowing you to quickly review their status.
   

Reporting Credits in Reports Center

Reporting credits in the Reports Center are a resource-based system designed to manage and track the usage of the reporting capabilities within the platform. This system ensures fair resource distribution and allows users to monitor their reporting activities effectively.

Reporting Credits

Reporting credits are units that represent the computational resources required to run reports. Every action related to running and scheduling reports in the Reports Center consumes a certain number of credits, depending on the complexity and size of the operation.

Key features of reporting credits

Assigned per Organization: Credits are allocated to each organization within the platform and are shared collectively among all users in that organization.

Transparency: Users can monitor their remaining credits and track credit consumption for each report or scheduled execution.

Scalability: Larger, more complex reports consume a greater number of credits, ensuring that resources are allocated proportionally based on usage.

Accountability: Credit usage metrics provide insights into how credits are spent.

Consumption of Reporting Credits

Executing reports: Running a report consumes credits based on the size of the report and the complexity of calculations.

Scheduling reports:

Scheduling a report to run at a specific time deducts credits at the time of running reports.

Each instance of a recurring schedule consumes credits.

Running Out of Reporting Credits

Report execution and scheduling:

If the organization runs out of credits, reports and schedules will not run.

In-progress reports:

If a report or schedule is in progress when the organization exhausts its credits, it will be completed. However, any subsequent reports or schedules will not run.

User notifications:

Report running buttons will be disabled, and users attempting to select these buttons will encounter error messages.

Scheduled reports:

If a schedule attempts to run automatically while the organization is out of credits, the recipients will receive a one-time email notification alerting them about the credit exhaustion.

Assign and Manage Report Credits

Credit assignment:

Credits are purchased in monthly allotments as per the organization’s contract. Each credit corresponds to ten minutes of report run time.

Monthly reset:

Credits reset at the beginning of each month, providing the organization with a fresh allocation. Unused credits do not carry forward to the next month.

Shared pool:

Credits are shared among all users within the organization, enabling flexible utilization based on individual or team requirements.

Manage and monitor reporting credits

Users can track their reporting credit usage in the following ways:

Credit Dashboard:

The homepage features a comprehensive dashboard that provides a clear overview of your credit status, including the total available credits, credits consumed, and remaining credits

Notifications:

Report running buttons will be disabled, and users attempting to select these buttons will encounter error messages.

Scheduled reports:

If a schedule attempts to run automatically while the organization is out of credits, the recipients will receive a one-time email notification alerting them about the credit exhaustion.