Each module in Clarifi produces its own, unique data, and as a part of Clarifi Foundation, the Reporting module hosts all of that data and allows you to configure customized dashboards and view, schedule, and print module-specific reports with business-specific key performance indicators (KPIs). There are three tabs that make up the module.
The default landing tab is Dashboards. A dropdown allows you to select which dashboard to display. When dashboards are created, you will need to select one as the default; this will be the dashboard that displays by default when you access the page.
Regardless of which dashboard you're viewing, the Actions button allows you to:
- Save the dashboard to the Archive tab
- Add another tile to the current view
- Access the current dashboard's settings
- Delete a dashboard
Each tile on your dashboard can can be personalized by clicking the pencil in the upper, right-hand corner.
To create a customized dashboard, click Add a Dashboard and assign it a name on the following modal. Use the "Set as Default Dashboard" toggle to display this new dashboard by default upon logging in each time.
When you click Add Dashboard, the page will reload and take you to the current default. If your new dashboard is not set as the default, you will need to navigate to it from the dropdown before you're able to add tiles. Once there, click Add a Tile.
The Add Tile to Dashboard modal allows you to select available tiles from a dropdown. If you wish to add more than one tile to a dashboard, you will have to select the Add a Tile option from the Actions button.
The Manager tab is where module-specific reports live. The modules your company has access to will determine which reports are available. From the overflow menu to the right of each report, you can choose to run the report or to create a schedule to have it run on a recurring basis.
Choosing to run a report will display the Run a Report modal and you will need to select the Report Period.
Once the report is generated, a temporary modal will appear in the upper, right-hand corner letting you know the report has completed and will give you the option to view it.
The Create Schedule option from the overflow menu allows you to easily schedule the report to generate on a recurring basis. The first step is to select the Report Period.
The second step is to decide how long you want the report to be generated. When you select Run Until..., you will need to select a date to start and a date you want the report to stop.
The final step is to select an occurrence. In other words, how often do you want the report to be generated? Every hour? Once a month? If you select Daily, Weekly, or Monthly, you will need to specify the time of day and timezone the report will be generated in addition to the day of the week (if you select Weekly) or the day of the month (if you select Monthly).
Every time a report is generated (whether you run it in real time or have it scheduled to run) it will be deposited in the Archive tab. From here, depending on the report, you are able to view, download, and/or delete the reports.