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Pre-Requisite
Create required KPIs and contents from UI. (Refer KPI and Content Configuration )
Only Admin and Editor user can access this functionality.
Insights supports Neo4j database for reporting functionality.
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Stepsto configure Report Template
Navigate to Report Template Configuration screen, existing report templates are listed here. To create a new report template, click on Add(+) icon.
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Then a pop-up will be displayed, click on Choose Files button to choose all design files and then click on Upload buttonto save those files.
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Report template Actions walkthrough:
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To edit a existing report template, select that template and click on Edit icon. In edit section except Name all other fields can be edited.
To delete a particular report template, select that template and click on delete icon. Report template cannot be deleted if it is attached to assessment report.
To refresh the current page, click on Refresh icon.
Toggle button can be used to activate/inactivate report template.
Shows KPI details of selected report template in a separate pop-up screen.
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