Changes for page Create report

Last modified by Hera Guo on 2025/09/16 14:41
From version 5.1
edited by Hera Guo
on 2025/09/15 09:54
Change comment: There is no comment for this version
To version 4.1
edited by Hera Guo
on 2025/09/15 09:48
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 +
30 30  **Demo：**
31 31  
32 -[[image:1757901233737-956.png||height="405" width="720"]]
33 33  
34 -[[image:1757901251979-243.png||height="1021" width="722"]]
35 35  
36 36  
37 37  == **如何开始** ==
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49 49  ** Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
50 50  ** Click the “**+ Add report template**” button in the top-right corner.
51 51  ** 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.
52 52  
59 +
53 53  [[image:1757899242101-256.png||height="245" width="711"]]
54 54  
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 -
66 66  ----
67 67  
68 -== **Report builder** ==
69 69  
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.
71 71  
72 -Here's what the Report Builder looks like:
73 -
74 -[[image:1757900905980-599.png||height="660" width="715"]]
66 +[[image:1757899267136-753.png||height="435" width="712"]]
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