View Reports

Various types of reports can be viewed and downloaded.

  1. Click Reports.    
    Note: The application displays all the reports available.   

     
  2. Select any one of the reports to view the details of the selected reports.
  3. Drag down to view the selected report details.   

     
  4. Each report section has the following data at the top panel:
    • Click the Star icon to add the respective type of report to favorites.
    • Click the Request Access icon to request access to edit the live board.
    • Click the Edit to edit the live board. (Icon becomes clickable after access is granted for editing).
    • Click the Share to share the reports.
    • Click the More to view more options.
  5. Click the Share icon.   

     
  6. Share the live board using the username, email, or group name.   

     
  7. Click on the Ellipsis to explore the following features:
    • Download PDF: Click to download the reports as PDF
    • Present: Click to expand the screen to presentation mode
    • Schedule: Click to add email ID for receiving scheduled reports   

       
       
    • Manage Schedule: Click to create a schedule for viewing reports, defining the name, description, frequency, type of document, gating condition, and recipients.
    • Export TML: Click to export the live boards.
    • Rename and Request Verification: Greyed out since modification to this data is not permitted by the user.   

         
       
  8. Global Filters: Click to select filters to apply to the reports:
    • Exam Date Global Filter: Click to access reports as per the exam date.
      • Fixed: Select to access reports of a time point.
      • Rolling: Select to access reports generated during a period.   

         
    • State Global Filter: Click to apply the filter concerning the state.
      • Include: Select to include the states in reports.
      • Exclude: Select to exclude the states from the reports.
      • Add Values in Bulk: Click to add bulk states for including or excluding from reports.
  9. View the graph of the selected report.   

     
  10. View the following details with percentages.
    • Pending
    • Approved
    • Completed
    • Change Request
  11. View the selected report details.   

     
  12. Click Export to export the report.

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