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CSV (Comma-Separated Values) reports are a common format for organizing and presenting data in a plain text file. These reports store data in rows and columns, with each line representing a record and the values separated by commas. CSV reports are widely used for their simplicity and compatibility with various software applications. They are valuable for data export, analysis, and exchange between different systems and are easily readable by both humans and computers. CSV reports are a versatile tool for efficiently sharing and working with structured data.

Getting Started:

Users must log in to the system to access the Reports feature. Once logged in, users can navigate to the reports feature by clicking the Reports/CSV Reports option in the main navigation menu.

This feature is managed by permissions and the user must be associated to a group that allows the user to access this option. To get more information about groups and how to associate it to a role type that has this permission, click here.

\uD83D\uDCD8 Instructions

  1. https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/557711519/CSV+Report#From

  2. https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/557711519/CSV+Report#Start-Time

  3. https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/557711519/CSV+Report#To

  4. https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/557711519/CSV+Report#End-Time

  5. https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/557711519/CSV+Report#Submission-Type

  6. https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/557711519/CSV+Report#Color-Type

  7. https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/557711519/CSV+Report#Document-Type

  8. https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/557711519/CSV+Report#Customer-Name

  9. https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/557711519/CSV+Report#Location-Name

From

Select the start date that should be considered in the report.

Start Time

Select the start time that should be considered in the report.

To

Select the end date that should be considered in the report.

End Time

Select the end time that should be considered in the report.

Submission Type

Select the submission type that should be considered in the report. Submission type is the source where the files were submitted (web, mobile, email and file to print).

Color Type

Select color type that should be considered in the report (Grayscale and/or color).

Document Type

Select the type of extension that should be displayed in the report (pdf, jpg, jpeg, png, gif, bmp, tif, tiff, doc, docx, pub, rtf, htm, txt, HTML, xlsx, xls, pptx, ppt, odt, xps, ods, odp, heic, svg, epub, vsd, oxps and/or wmf).

Customer Name

Select the customer name that should be considered in the report.

Location Name

Select the location name hat should be considered in the report.

After selecting the parameters of the data that should be considered in the report, the user can do download the excel file, clicking on Get Reports button.

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