Summary
This guide provides a comprehensive overview of Data Sources within the Reporting Module. For instance, the Usage Data Source allows you to generate detailed Usage Reports across your facilities.
Step-by-Step Guide
Accessing Data Sources
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Navigate to the Reporting Module
- From the home page, locate and click on the Reporting Module.
- From the home page, locate and click on the Reporting Module.
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Open Data Sources
- Hover your mouse over the left-hand column and select Data Sources from the menu.
- Hover your mouse over the left-hand column and select Data Sources from the menu.
Overview of Data Source Folders
The Reporting Module contains 9 Data Source folders:
- Financial
- Moves
- 4Global
- Usage
- Bookings
- Customers
- Audit
- Credits
- Uncategorised
Each folder contains a variety of Data Sources. For example, the Financial folder includes 11 Data Sources, such as:
- Transactions
- Direct Debit Collections
- Income
- Others...
Understanding Data Source Information
Each Data Source provides the following key information:
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Refresh Frequency
- Indicates how often the Data Source is updated (e.g., once an hour, four times a day).
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Reports Using
- Displays the number of reports generated using this specific Data Source.
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Refresh Status
- Shows the date and time of the last successful data refresh. If the status indicates a failure, please submit a ticket on Zendesk for assistance.
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Actions/Details
- By clicking on Details, you can view all data fields associated with the Data Source. These fields will be available for any reports created using this Data Source.
- By clicking on Details, you can view all data fields associated with the Data Source. These fields will be available for any reports created using this Data Source.
Conclusion
Understanding the various Data Sources in the Reporting Module is essential for generating accurate reports. Utilize the information provided in this guide to navigate the Data Sources effectively and leverage the insights they offer.
Additional Tips:
- For further assistance, consider checking the FAQ section or contacting support.
- Regularly monitor the Refresh Status to ensure your reports are using the most current data.
This version enhances readability and organization, making it easier for users to follow and understand the guide.