Changes for page Create report

Last modified by Hera Guo on 2025/09/16 14:41
From version 4.1
edited by Hera Guo
on 2025/09/15 09:48
Change comment: There is no comment for this version
To version 5.1
edited by Hera Guo
on 2025/09/15 09:54
Change comment: There is no comment for this version

Summary

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27 27  * **PDF** – visually styled reports that may include charts, tables, images, and company branding.
28 28  * **CSV** – data-oriented tabular reports that are easy to analyze in Excel or BI tools.
29 29  
30 -
31 31  **Demo：**
32 32  
32 +[[image:1757901233737-956.png||height="405" width="720"]]
33 33  
34 +[[image:1757901251979-243.png||height="1021" width="722"]]
34 34  
35 35  
36 36  == **如何开始** ==
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48 48  ** Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
49 49  ** Click the “**+ Add report template**” button in the top-right corner.
50 50  ** Choose “**Create new report template**”.
51 -** In the popup, fill out the following:
52 -*** **Name** – a descriptive name for the report template.
53 -*** **Format**: Choose **PDF** or **CSV** report format.
54 -*** **Type**:
55 -**** **Report** - a complete standalone report template.
56 -**** Subreport - a modular component that can be embedded inside another report.
57 -*** Click “**Add**” to create the report template and open the **Report Builder** interface, where you can design the structure, layout, and content of your report.
58 58  
59 -
60 60  [[image:1757899242101-256.png||height="245" width="711"]]
61 61  
55 +* In the popup, fill out the following:
56 +** **Name** – a descriptive name for the report template.
57 +** **Format**: Choose **PDF** or **CSV** report format.
58 +** **Type**:
59 +*** **Report** - a complete standalone report template.
60 +*** Subreport - a modular component that can be embedded inside another report.
61 +** Click “**Add**” to create the report template and open the **Report Builder** interface, where you can design the structure, layout, and content of your report.
62 +
63 +[[image:1757899267136-753.png||height="435" width="712"]]
64 +
65 +
62 62  ----
63 63  
68 +== **Report builder** ==
64 64  
70 +The **Report Builder** is a drag-and-drop editor that lets you design your report template using visual and data components. You have full control over both the appearance and structure of the report.
65 65  
66 -[[image:1757899267136-753.png||height="435" width="712"]]
72 +Here's what the Report Builder looks like:
73 +
74 +[[image:1757900905980-599.png||height="660" width="715"]]
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