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Generate Reports from Profile
The billing reports can be generated either manually, or automatically - by setting schedules. (see Scheduler section)
Once you generate a report, using the options in the Report Console, you can download the report as a zip file, containing Excel and PDF files, send this zip file via email or generate invoices based on the report. (see Download Report Files, Send Report files, and Invoicing sections)
Click Generate Report(s) in the Profile console.
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Generate Reports from Reports Tab
To generate a report:
Click New MXB Report under Reports
2. Select Profile.3. Repeat the steps described in Generate Reports from
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Generate Reports from Another Report
To create a new report from another report:
Click New Report for Same Profile button in the report console.
2. Repeat the steps described in Generate Reports from
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The following information is provided for each report:
Name – the name of the report consists of the profile name and the reported period.
Billing Profile – the profile which refer to the report
Period Start Date – the beginning of the reported period.
Period End Date – the end of the reported period.
Generated Date – the time when the report is generated.
Consider Repository Workspace – shows if the option was enabled in the Profile during
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Download Report Files
To download the report files:
Click Download Report Files in the report console.
A zip file containing Excel and PDF files containing the corresponding billing information is downloaded.Note: PDF report file is available for Single Client and Instance type of reports only.
Report Summary (Client Breakdown).pdf – the file includes report information on a single client basis.
Report Summary (Workspace Breakdown).xlsx – the file contains
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Send Report Files
To send the report via email:
Click Send via Email in the report console.
2. Enter the recipient's email(s).
3. Select Save and Back.
Note: You need to have SMTPServer, SMTPPort and AuthenticationEmailFrom Instance settings properly set to send reports via