In Jazva you can create different reports and automate them to be generated for the period you would like. In order to start the report generating process, first, you need to describe the type and content of the report in Setup Tab. After setting up the report’s name and content details, you need to go to the next tab  – Columns, to name and create each column of the report. So, as many columns created by you, as big/volumetric and informative will be your report, all depends on what you want to see as a result. 

Please note, that boxes in Jazva are connected logically, and if the criteria you have chosen and working with, is logically connected to the other criteria/parameters, then these related criteria(s) will automatically appear in new boxes immediately next to the initial box. This will make your description as detailed, as possible, using Jazva's database. Some transient categories are also generated (temporarily) during the report creating process, but you would not be able to filter or do math operations with these categories, because they exist only virtually.

Jazva allows you to create and allocated your reports in Groups, to ease their filing and search process. 

Report Generation

1. From the side-bar menu, navigate to Analytics and select Reports.
2. Click the New Report. 
3. Enter a Name for new report, e.g., Orders and click (Select Entity) (i.e. Ship Carrier, etc.) from the drop-down list and select report type. Actually, by choosing an Entity, you are defining the sources, based on which the report will be built on.
4. Click Submit.

Setup Tab

Please follow the steps also on the screenshot below (Example)

General Configuration

1. Under the Setup tab, enter report parameters, e.g., Name, Description, Group, ACL, Channel, etc. Note: report setting options differ by Report Type.
2. You can arrange reports, creating Groups, and keep them in a specific order you would like them to be reviewed and reached for use.
3. For users interested in ACL (Administrative Control Limit) rights, select desired settings in this drop-down list: admin, manager, AllBackend (Optional.) 
4. For users interested in a specific Channel, select desired settings in this drop-down list (Optional.)

Automating a Report

1. Mark the checkbox labeled Automated to send automated reports, to the assigned e-mail addresses on the mentioned regular intervals.
2. When the Automated bottom is checked, you will see options for automating the report - additional boxes will appear to select the desired dates or other parameters for generating a report.
3. Click the Start On, select the date for this report automation to begin, either by typing a Month/Day/Year format or using the calendar.
4. Enter the report frequency (such as "10") in the repeat every field, and enter an interval (such as "days") and a time of day ("beginning of day"- 4:35pm PT, "end of day"-8:55am PT or "hourly").
   This combination will create the report every 10 days.
5. You can also select which days of the week you would like the report created by selecting the On days
6. In the E-mail to field, enter an email address this report to send out. You can add several e-mail addresses, please separate them w/commas and the same report will be sent to the mentioned addresses.  An E-mail will be sent to the selected address(es) each time you run the report, so add e-mails after you have created the final version of the report, not to spam your e-mail box.
7. Click Update to save the report automation and your report will be automated.
8. When automated, you will get the alerts tab and would be able to set alerts for the report.

Adding Reporting Filter(s)

1. Click +Add under Filter Criteria and select filter type from the drop-down list.

2.1. Select (Pick) drop-down list and select appropriate criteria, e.g., Assigned To, Completion Status, Invoice date, etc. As mentioned above, during the filtering process new box(es) may appear near the (Pick) box. This is something related to (Pick) criteria, which needs to be chosen from the drop-down list of this box [(Pick) box logic works as one to many.] 

2.2. Click the box’s drop-down list. next to (Pick)  and select the desired operator, e.g., Username, Company, etc.

2.3. Enter the filter field value located next to the operator drop-down list, e.g., John, Acme Inc., etc.

2.4. By checking the Interactive box, you can define the specific Labels (ie.g. from à to) for the above-chosen filter criteria.

Adding Date Range

1. Click +Add under Date Range(s)
2. Click (None)drop-down list, select Assigned To and enter selection, e.g., Birthdate, Created, etc.
3. Select From Any Timedrop-down and enter selection, e.g., Now, Days, Weeks, etc.
4. Enter numerical value, 2, 4, etc.

Note: numerical value is not required for Now selection.

5. Select To Any Timedrop-down and enter selection, e.g., Now, Days, Weeks, etc.
6. Enter numerical value, 2, 4, etc.

TIP: If multiple date ranges are required, Jazva offers the following flexibility: simply click +Add under the first date range filter and follow the aforementioned step three (3) through six (6).

Example: Screenshot of report setup: 

Columns Tab

Reports in Jazva are completely customizable. Users may set a variety of custom reporting columns under Columns Tab. WIth Filter Criteria, you actually chose what you would like to see in the report, and with Columns, you specify the form and what additional information you would like to be shown in your report. Please note, that Columns' alternation has to be logically hierarchical to work properly.

1. Switch to Columns
2. Enter the column name in the text box.
3. Click +icon to add a column.
4. Enter Column Name and select available drop-down options: 
5. The following field is for Data Source, which could be Prompt or Expression. With Expression you can choose any Expression from ava list or could be created w/SQL, i.e. ${Qty*Avg_Price} to calculate the necessary value.
6. Action Item Field to chose Item details.
7. Aggregate Function to chose calculation type from the ava functions’ list.
8. Sorting to choose ascending or descending order of report column data introducing.
9. For date ranges to be none, repeat in a query or constrain for the next query.
10. There is an option to make the column hidden, by clicking the box Hidden. That will prevent the hidden column from being indicated in the report after you run it.

Once completing column selections, a custom report is ready for generation. Please note, that Jazva has already created a series of more frequently required/used reports, you are able to export through  Setup à Tools. Those are more extended reports w/multilevel structure (could have more than one row for one item.)

In Jazva, for the reports, it is also possible to:

- add a specific Alert for the report,  

- create a chart of your report in your Jazva dashboard, using the button at the right bottom of your Jazva window.

 Now you need to run, automate or export your reports.

You can run a report in two ways in Jazva - automatic and manually.

Manually Running a Report

Reports can be run manually at any time.

1. Click on the play button () of the report that you would like to run (to open any created report from the main menu, go to Analytics, and select Reports.)
2. Jazva should run the report for you. If you see a red triangle with an exclamation point ( ) on the created report line ending, instead of a green triangle, then the report needs additional setup before it is ready to be run.
   • If needed, you will be prompted to add additional report criteria, such as start and end dates for the reporting period.
   • Click Run Report and your report will be executed.

Please go to Automating a Report steps one (1) through seven (7) to automatize receiving your report.

TIP:  Since ID is the primary key of the Jazva database,  as many IDs will you use to build the report, as faster it will operate.

Exporting a Report

After you have run the report, and it appears on your screen, you can also download it into an excel file by clicking the export button (  ) in the top right of your Jazva page/screen.