Reporting

The best way to recieve regular notifications of loans going overdue, is to set up a scheduled report to email at a fixed interval to send a list of all overdue loans in .csv format. The email also contains a link, so that registered ONARKEN users can view the overdue loans on the dashboard. 

Prerequisites

To create reports with data on overdue loans, you must have the loans.view permission enabled. 

Setting up the Report

To set up the Automated report, please follow the interactive guide below.

Steps to Create a new report

1. Log in to your ONARKEN account.
   Ensure you are using an account with the necessary permissions.
   
   

2. Access the Reporting page.
   From the main menu under the management tab, navigate to the Reporting page.
   
   

3. Copy a Report
   Locate the report you wish to copy from the list of prebuilt reports available.  Once selected, enter a name to easily recognise the new report.

Related Articles

• How do I create a new report?
• How do I export my report?
• How do I add filters to my report?

Exporting a Report in ONARKEN® allows you to download and save reports in various formats. This functionality enables you to easily share, store, or analyse data offline. By exporting reports, you can access and distribute important insights in a convenient and portable format.

Steps to export a report

1. Log in to your ONARKEN account.
   Ensure you are using an account with the necessary permissions.
   
   

2. Access the Report page.
   From the main menu under the management tab, navigate to the Reporting page.
   
   

3. Access the Report
   Locate the required report, and click on the report to view it.
   
   
4. Export A Report
   Navigate to the Options drop down menu, and select the Export button.
   
   Once the report has been exported, you will receive an email with the report details. 

Related Articles

• How do I add filters to my report?
• How do I duplicate my report?
• How do I schedule a report?
• How do I add a new view to my report?

The View feature in ONARKEN® reporting allows you to enhance your reports by incorporating visual elements, such as pie charts, bar graphs, or other data visualisations. This functionality makes it easier to interpret complex data and present insights in an engaging, easily digestible format. By adding views to your reports, you can improve data analysis and provide clearer insights for decision-making.

Steps to adding views to a report

1. Log in to your ONARKEN account.
   Ensure you are using an account with the necessary permissions.
   
   

2. Access the Report page.
   From the main menu under the management tab, navigate to the Reporting page.
   
   

3. Access the Report
   Locate the required report, and click on the report to view it.
   
4. Add A View
   Navigate to the Options drop down menu, and select the Add View button. 
   
   1. Select how you would like this be to grouped.
   2. Select how you would like to view your report. 
   
   To view this new report view, navigate to the Views tab.

Related Articles

• How do I add filters to my report?
• How do I duplicate my report?
• How do I schedule a report?
• How do I export my report?

Scheduling a Report in ONARKEN® allows you to automate the generation and delivery of reports at specified intervals. This functionality ensures that important data is consistently available without manual effort. By scheduling reports, you can streamline workflows, stay informed, and focus on actionable insights.

Steps to scheduling a report

1. Log in to your ONARKEN account.
   Ensure you are using an account with the necessary permissions.
   
   

2. Access the Report page.
   From the main menu under the management tab, navigate to the Reporting page.
   
   

3. Access the Report
   Locate the required report, and click on the report to view it.
   
4. Schedule A Report
   Navigate to the Options drop-down menu, and select the Schedule Report button. 
   
   1. Enter all email addresses for the report to be sent to on separate lines.
   2. Select how often the report should be generated and sent to the users.
   3. Select the date/time that the report should be generated and sent out.
   
   To view scheduled reports that have been created navigate to the Automated Reports tab.

Related Articles

• How do I add filters to my report?
• How do I duplicate my report?
• How do I add a new reporting view?
• How do I export my report?

Duplicating a Report in ONARKEN® allows you to create a copy of an existing report. This functionality is useful for quickly generating new reports with similar configurations, saving time and effort.

Steps to Customising my report

1. Log in to your ONARKEN account.
   Ensure you are using an account with the necessary permissions.
   
   

2. Access the Report page.
   From the main menu under the management tab, navigate to the Reporting page.
   
   

3. Access the Report
   Locate the required report, and click on the report to view it.
   
   
4. Duplicate The Report
   Navigate to the Options drop-down menu, and select the Duplicate Report button. Input a new name for the duplicated report.
   
5. Save
   Once you have duplicated the report, you will be redirected to the new report.

Once you have followed these steps, you will have duplicated the report successfully.

Customising Reports with Filters in ONARKEN®; Allows you to tailor your reports by applying specific filters. This functionality enables you to refine and focus the data presented in your reports, ensuring they meet your unique analytical and operational needs. You can also Schedule the reports, add different views and export the report.

Steps to add filters to my report

1. Log in to your ONARKEN account.
   Ensure you are using an account with the necessary permissions.
   
   

2. Access the Report page.
   From the main menu under the management tab, navigate to the Reporting page.
   
   

3. Access the Report
   Navigate to the report view 
   
4. Add Filter
   Locate the Add Filter button.
   
   Depending on the report type there are different options to choose from. Once selecting the filter type, you are able to select different options based on that filter. Allowing precise control over what data is displayed in the report.
   
5. Remove Filter
   Locate the Report Filter in the green bubble, then click on the X to remove the filter from the report.
   
   Noting a filter cannot be edited once it is applied to the report., so it will need to be removed and re-applied to the report to change its settings.

Related Articles

• How do I duplicate my report?
• How do I schedule a report?
• How do I add a new reporting view?
• How do I export my report?

Deleting a Report in ONARKEN®. Ensures that you are able to remove reports that are no longer needed or relevant. This action cannot be reversed, so if the report is required again in the future, it will have to be re-created.

Steps to Create a new report

1. Log in to your ONARKEN account.
   Ensure you are using an account with the necessary permissions.
   
   

2. Access the Reporting page.
   From the main menu under the management tab, navigate to the Reporting page.
   
   

3. Delete a Report
   Locate the required Report. Navigate to the Trash Can icon and follow the on screen prompts to delete the Report.
   
   Note you are only able to delete reports that you are the creator of.

Creating a New Report in ONARKEN® enables you to generate custom reports tailored to your operational and analytical needs. This functionality allows you to track, analyse, and present data from your Smart Lockers, providing valuable insights to support decision-making and improve efficiency. Either generate your own reports to your specific needs, or copy a prebuilt report to get started.

Steps to Create a new report

1. Log in to your ONARKEN account.
   Ensure you are using an account with the necessary permissions.
   
   

2. Access the Reporting page.
   From the main menu under the management tab, navigate to the Reporting page.
   
   

3. Create a New Report
   Locate the New Report button. Then input a report name and select what you require to report to be generated on.

Related Articles

• How do I copy a prebuilt report?
• How do I add a new view to my report?
• How do I export my report?
• How do I add filters to my report?