Create a global report
Global Reports are reports independent from projects, available at the organization level.
They are generated from predefined templates and can be downloaded in the available formats.
To generate and view reports, access permissions to the App are required.
Generate a global report
1. From the home screen, select your organization's app to access the workspace.
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2. From the left-side menu, click Reports to view all available report templates.
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3. Select the desired template from the list to open the Report page. You can filter reports using the search bar at the top. Elements can be displayed in grid, list or table mode.
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4. Click the Generate report button in the top-right corner.
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5. A configuration panel opens on the right side of the page, requiring:
- the selection of a format from those available, configured in the Backoffice;
- the completion of any parameters, which vary depending on the selected template and act as filters for the report content. Some parameters may be mandatory.
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6. Click Confirm to start the generation, or Cancel to close the window without proceeding.
Report generation takes a few moments. Do not leave the page during the process. The progress status is visible directly in the report row, where the download button shows a spinner until completion.
Report information
Once generation has started, the following information is shown for each element in the page:
- Name of the report
- Creation date (empty until generation is complete)
- Status (success or error; empty if generation has not yet concluded)
- Selected format
- Parameters entered during configuration
Downloading and viewing a report
Once generation is complete, the report can be downloaded using the download button on the element row. Alternatively, clicking the blue Open button that appears when hovering over the element opens the report details, which shows all associated information.
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If generation did not complete successfully, the error message is visible at the top of the report details.
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Reports cannot be edited after generation.
Deleting a report
To delete a report, open the report details and click the Delete button, then confirm the operation. Alternatively, select one or more reports from the list: the Delete button will appear in the top-right corner of the page.
Generating and deleting global reports is only available if you have edit permissions for that report template.
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Ultimo aggiornamento: 22 Maggio 2026