ActivityPanel

Activity Panel

With the activity panel you are able to start multiple reports, imports and/or exports and view at a time that suits you or to view directly in the open view. Reports ready to view is available in the activity panel until you decide to remove them manually or after the remove interval set under my account; every day, every 7 days, every 30 days or every 45 days. Import reports and export files ready to view is available in the activity panel until you decide to remove them.

The activity panel updates every time a new activity is started and indicates when your report or file is done.

How to - Show the Activity Panel

1. The icon indicates when unviewed activities are available.

   • This apply when report setting show when ready is unchecked or when you leave the report view

2. Click on the icon in the top panel to open activity panel
3. Select the view of reports, imports or exports

   • A list of all generated reports or files are displayed

4. Indicators in the activity panel

   • New reports or files are marked with a blue line
   • New reports or files checked as show when ready in report settings are marked with an orange line
   • The icon indicates that the activity was successful
   • The icon indicates that something went wrong with the activity
   • The icon indicates that there is a validation error with the import
     • Click on the icon to view error message
   • The icon indicates that the e-mail was sent
     • Hover to view the e-mail address the report was sent to
   • The icon indicates that the e-mail was not sent
     • Hover to view an error message

5. To remove a report activity, click on the icon and delete to the right of the report

   • The report is removed and cannot be recreated

6. To remove an import/export activity, click on the icon to the right of the import/export file

   • The file is removed and cannot be recreated

7. Click on the icon to close the activity panel

How to - Send reports from the Activity panel

1. Click on the icon to the right of the selected report to view more settings
2. Click send report to create an e-mail and send the selected report activity

   • The send report view opens

3. Enter e-mail recipient(s) in to,

   • If you want to send the report to more than one, separate addresses with semicolon (;)

4. Enter a subject for the message
5. Enter the message text in the body field
6. Select a format wich the report is to be sent in (PDF, Excel, Excel only data)
7. Click send to send the report to the selected recipients

   • If you want to check the parameters used click the icon
   • Click discard to discard the message

How to - Show Report Parameters from the Activity panel

1. Click on the icon on the selected report to view more settings
2. Click report parameters to view the selected report parameters

   • The report parameter view opens
   • From this view you can click send report to send the selected report by e-mail

How to - Change the Activity Panel Settings

1. Click on the icon in the top panel to open activity panel

   • Click on the icon to activate notifications
   • Click on the icon to deactivate notifications
   • Click on the icon to view more settings
     • Select clear all to remove all reports or files in the selected view
     • Select cancel all to cancel all ongoing activities in the selected view