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Reports

  • Getting Started with Reports

    Background Elda Reports is the Elda solution's cloud-based Reporting Module. Before you begin Ensure you have access to Elda Reports.  Please see our article on how to Request access to an Elda Applic...

  • Log in to Elda Reports

    Before you begin You have access to the Elda Reports module via the web portal. See our article on Getting Started with Elda Reports. Steps to take Navigate to the Elda Report Web page. You will need ...

  • Sign out of Elda Reports

    Before you begin You are signed in to Elda Reports. Steps to take Click your Initials (top right corner) to open the User Menu. Click the Sign out button to log out of Elda Reports....

  • Search for a Report

    Before you begin You are logged in to Elda Reports. See Log in to Elda Reports. Steps to take Once you have the correct database/company selected, use the left-hand menu to search or browse for the re...

  • Set the Report Data Source and View Logged State

    Before you begin You are logged in to Elda Reports. See Log in to Elda Reports. Steps to take Hover over your initials in the top right-hand corner The user options will show Hover over the current da...

  • Subscribe to a report

    Before you begin Ensure you have access to Elda Reports. See Getting started with Elda Reports. Ensure you are logged into the Elda Reports web portal. See Log in to Elda Reports. You are viewing the ...

  • Unsubscribe from Elda Reports

    Before you begin Ensure you have access to Elda Reports. See our article on our article Getting started with Elda Reports. Ensure you are logged into the Elda Reports web portal. See our article on ou...

  • Add Recipients to an Auto Report

    Before you begin You have access to Elda Reports. See Log in to Elda Reports. You are an Elda Reports admin. You are in the state the auto report will be run. You are viewing the report to which you w...

  • Remove Recipients from an Auto Report

    Before you begin You have access to Elda Reports. See Log in to Elda Reports. You are an Elda Reports admin. You are in the state the auto report needs to be edited You are viewing the report to which...

  • Unsubscribe from an Elda Report

    Before you begin Ensure you have access to Elda Reports. See our article on our article Getting started with Elda Reports. Ensure you are logged into the Elda Reports web portal. See our article on ou...