Mechsoft report engine tool

Mechsoft
Report
Engine
Tool

Reports/
Reporting
nowadays
have
gained
more
popularity
across
the
entire
segment
of
Industries.

Reports
helps/
enables
to
review,
analyze
and
forecasts
revenues
within
an
Enterprise
or
an

Organization.
Mechsoft
has
developed
a
Report
Engine
Tool
which
helps
clients
/
Customers
to
custom-‐
make
their
own
style
of
reports
along
with
Homepage
Dashboard
and
also
Exporting
Functionalities.

Overview
of
Mechsoft’s
Reporting
Tool

Mechsoft’s
Reporting
is
a
comprehensive
and
effective
tool
that
helps
user
to
generate,
view,
modify/

add/
upload
data
to
the
existing
information.
Further
to
this,
the
users
also
have
the
option
for

Approvals/
Rejections
based
on
ROLES
before
submission.
The
home
screen
gives
an
overview
of
all
the

existing
reports
and
also
reports
that
are
pending
for
any
reason.
It
also
has
an
inbuilt
dashboard

feature
which
allows
the
user
to
manage
the
reporting
effectively.

Features

1) Upload
New
Data
to
Existing
Information:-‐

Every
user
is
provided
with
a
Log-‐In
ID
and
password
to
view
existing
reports
and
also
they
can
add
/

upload
any
new
data.
The
type
of
data
that
users
can
upload
is
related
to
department,
Employee
details,

Leave
Allocation
etc…
They
can
upload
excel
sheets
(xls/
xlsx,
csv
and
txt).
Users
can
select
an
existing

report
(this
shows
the
path
from
where
the
reports
are
available).
Users
can
also
set
their
own
reports.

For
example,
when
User
select
type
as
Employee
Leave
Details,
and
then
click
on
submit,
the
following

Excel
Sheet
will
appear
where
the
user
can
see
the
entire
leave
details.

Click
on
the

Icon
to
see
the
details.

2) Generate
Report:-‐

When
users
prefer
to
generate
a
report,
they
have
the
option
of
selecting
a
name
for
that
particular

report.
They
can
select
the
type
of
reports
from
the
drop-‐down
menu
and
also
can
set
their
reports

according
to
their
choice
on
frequency
(Monthly/
daily/
weekly).
All
these
information
are
used
to

generate
a
report
to
an
Excel
Sheet
or
they
can
send
it
for
Approval
before
submission.
Below
is
a

sample
screen
shot:-‐

For
example,
if
we
need
to
generate
the
SALARY
REPORT
of
employees
according
to
the
criteria,
the

data
that
will
appear
will
be
the
one
that
is
shown
below.

3) View
Reports:-‐

This
functionality
helps
the
users
to
view
all
the
reports
at
a
glance
that
are
available.
Users
have
the

option
of
selecting
the
frequency
of
reports
that
are
being
generated,
the
month/
year
and
also
the

status
whether
it
is
approved,
rejected
or
pending
or
whether
it
can
be
run
as
a
report.
Below
is
a

screenshot
of
the
same:-‐

In
the
below
screen
shot,
if
the
user
wants
to
view
the
employee
Loan
Details,
he
has
to
click
on
the

particular
section,
and
then
click
on
Export
to
Excel.
The
following
Excel
sheet
will
appear
to
him
once
he

submits
his
selection.

Copy of
LoanMaster.xls
Click
on
the
Icon
to
see
the
details
of
the
output.

Work Flow Management:-

Here the users have the option to submit the same reports for approval /
rejections using the same filter columns that is applicable while viewing a
report. Below is the screen shot of the same.

Rule
Based
Report
Generation:-‐

Users
can
create
reports
based
on
certain
rules
that
are
applicable
by
using
our
Tool.

1) Users
can
manage
rules
for
existing
/
new
reports

2) Users
can
choose
the
kind
of
information
they
need.
They
can
select
the
tables/
information
set

and
they
can
create
a
relation
between
these
two.
This
rule
can
be
set
up
for
both
excel
sheets

and
also
information
set
–up

3) They
can
also
set
up
output
results
as
what
they
need
in
the
output.

Attached
is
the
screenshots
for
all
the
above
mentioned
rules:-‐

Mechsoft report engine tool

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