Custom Reports
The Custom Reports module serves as a centralized library for supplementary and organization-specific reports.
It allows users to quickly access pre-configured reports designed for specific operational needs, which can be viewed and downloaded directly as PDF documents.
This module ensures that teams can easily access specialized reports that may not be part of the standard reporting suite.
Key Features
| Feature | Description |
|---|---|
| Centralized Library | Access all available custom report templates from a single dashboard |
| Direct PDF Viewing | Click on a report card to instantly open its dedicated viewer or PDF renderer |
| Real-time Refresh | Ensures the dashboard always shows the latest available custom reports |
Dashboard Overview
Each available custom report appears as a card on the dashboard.
| Element | Description |
|---|---|
| Report Card | Represents a specific custom report (e.g., Shift Handover Report) |
| Report Name | Displays the name of the custom report |
| Viewer Access | Clicking the card opens the report viewer or PDF preview |
This layout allows users to quickly identify and access specialized reports.
User Instructions
Follow these steps to access and view a custom report.
1. Navigate the Dashboard
Each custom report is displayed as a separate card within the dashboard.
2. Open a Report
Click on the desired report card (for example "Shift Handover Report").
You will be automatically navigated to the dedicated report viewer or PDF preview page.
3. Refresh the Report List
If a new custom report has recently been added:
- Click the Refresh icon in the dashboard header.
- The system will reload and display the updated list of available reports.
Use the Help / Support icon in the header to contact your system administrator if you need a new custom report tailored to a specific KPI, or if an expected report is missing from the dashboard.