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The Two Icons "Reports" and "Analytics" introduced  across the Application, allow user to Create/Access 'Reports' & 'Analytics' Dashboards  either at Plan Level(Planner/ Finance/ Field/Safety) or Module Level(Sub Levels within a Module), 

New Reports Creation and Viewing existing Reports is same at the Plan Leve or Module Level, with only difference being the Data Set shown.

Note : Only Eg: Screens for Finance are shown below for reference.

Viewing Reports:

Clicking the "Reports" icon in any tab opens a pop-up displaying all the Reports created ONLY in the current PLAN/Module.

If there are No Reports created earlier, only the "Build Reports" Tile with a watermark will be displayed.

Creating Reports: 

Click the "Build Report" button to create a new report.

Required fields include:

• Upload Report Tile Image :
• Name :
• Data Sets
• Detailed Description

Uploading an image for the tile is optional. If no image is added, the standard Report Icon will be displayed.

Data Sets can be chosen from each Module and Plan presented to users in a sorted fashion.

When users click "Select Data Sets," they can choose specific data sets required for building a report, categorized into "Suggested" and "Others".

At Plan Level, suggested data sets belong to the specific Plan in focus, while others are from remaining Plans.

Total count of selected data sets is displayed at the bottom of the window. Hovering over the count shows the selected data sets.

After selecting data sets and clicking Submit, the "Save & Open Report Builder" button will be enabled.

After a report has been created successfully, it is displayed as a Tile in the "Reports: Finance" space.

Editing and Deleting Reports:

Edit: Clicking on the "Edit" option opens a pop-up allowing users to start editing the report. 

High-level modifications like changing data sources and where to show the report are allowed only from the Report Builder.

Delete: Clicking on the "Delete" option prompts a confirmation pop-up to confirm and delete the report. 

The report will be deleted from the Reports Dashboard as well as from the Reports Builder.