You can generate your report while having a specific file open in your webapp, or you can generate the report from the file overview.
Generate report from file
Within the file itself, it is possible to create a report of said file. To do so, click on the 'Create report' button :
Generate report from file overview
Navigate to the Files page overview and select the File Reference that you need in your report. You can select multiple files, depending on what you need your report to contain.
Navigate then to 'With selected' and click 'Create report'.
Where is your download stored?
Once you clicked 'Create report' (in a file or in the file overview), the report will be downloaded in your internet browser (default).
The other option is that you generate your report in the report overview where you can download the report (ask the support team to enable this setting). Read below.
The report overview
Your reports will show up in the report overview on the platform. From there, you can download your report by selecting the download button.
And there you go, you now have generated a report in PDF that you can store or share with other people.
Why are my reports not being downloaded?
When generating and downloading a report is not possible, it could mean that your file contains too much data for the report engine. In that case, please reach out to our support channel and ask us to (temporarily) enable the option to download the report in your web browser instead.
Sharing and analyzing data
Are you looking for a faster way to share your file with others? You could use the Share File feature, which gives the receiver access to the specific file on the platform, including options to filter and sort the data, as well as changing the view (list or grid).
Do you want to go a step further in analyzing your data? You might want to extract your data with our API. Connect it to Power BI and create powerful visual reports to get in-depth insights into your operations!