How to create Custom Reports for a Site
The Novagems System allows you to create site specific Custom Reports, enabling you to have specific type of report for specific sites. You can follow the below steps to create a custom report:
- Logon to your Manager Web app, and click on the "Sites" section at the top.
- Choose the Site you wish to add a Custom Report for, by clicking on the Site Name.
- Click "Site Info" tab located under the Map displays the Site Location.
- Start adding a custom report by clicking "Add Report":
- Type the name for this report & click "+ Custom Report".
- Enter the following information about the report:
- Check "Assign to All Sites" if you wish this report to be available for all your sites.
- Set the Priority of the report i.e., Low, Medium or High.
- Add required fields which need to be a part of the report. Below information is needed for each field:
- Field Name
- Field Type i.e., Text, Dropdown, Media, Date & Time.
- Enable "Make a Required Field" to mark it as a mandatory field.
- Click "Add" to save the Custom Report.
If you have questions/queries, you can always reach out to your Customer Success Manager directly or contact our 24*7 Customer Support at +1 (604) 628 7015.