Reports
How to Use the Application Report Module
Overview The Reports Module provides robust tools for generating insights and analytics related to all aspects of yacht management. It supports both pre-defined standard reports and highly customizable reports, enabling you to monitor performance, compliance, financials, and more. This module helps you make data-driven decisions by presenting critical information in an easily digestible format.
Key Features
Standard Reports – Access basic, standard reports for common metrics and analyses.
Custom Reports – Design reports tailored to specific needs and criteria.
Feature 1: Standard Reports Overview The Standard Reports feature offers a range of pre-built reports that cover essential aspects of yacht management. These reports are designed to provide quick insights without requiring extensive configuration, helping you stay informed about key metrics and compliance requirements.
Key Functions
Pre-Configured Templates – Utilize ready-made templates for common reporting needs.
Automated Data Collection – Standard reports automatically pull data from relevant modules.
Export Options – Download reports in various formats (PDF, Excel, CSV) for offline use or sharing.
Step-by-Step Guides
Access Standard Reports
Navigate to the Reports Module in the left sidebar.
Select "Application" from the menu.
Choose a Report Template
Browse through the list of available report options by clicking on "Select".
Click on the desired report and click "Save" to open it.
Review and Export
View the report on the screen. Use the export button to download it in your preferred format.
FAQs
Q: Can I customize a standard report?
A: Standard reports are fixed templates, but you can use the Custom Reports feature to design a report that suits your specific requirements.
Feature 2: Custom Reports Overview The Custom Reports feature allows you to create bespoke reports tailored to your unique needs. Customize data sources, fields, filters, and layouts to generate insightful reports that provide the precise information you require.
Key Functions
Report Builder – A flexible interface for designing custom reports from scratch.
Data Selection – Choose data fields from various modules to include in the report.
Filters and Parameters – Apply filters to narrow down data and set parameters for dynamic reporting.
Visual Elements – Add charts, graphs, and tables for visual representation of data.
Save and Schedule – Save report templates for future use and schedule regular report generation.
Step-by-Step Guides
Please contact our Customer Support Team to explore how we can assist you and your yacht with custom reports. Our team will work closely with you to design and create a custom report that suits your needs.
FAQs
Q: Can I share custom reports with other team members?
A: Yes, you can share saved report templates and generated reports with other users who have the appropriate permissions.
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