You can open the Reports overview tab either by clicking on Reports in the Quick links widget, or by clicking on the MyQ menu and selecting Reports.
Here you can create and generate reports with a variety of data concerning your printing environment, depending on the rights granted by your administrator.
Reports in MyQ are divided into two main categories: My Reports and Shared reports. My Reports show
you reports created by you, while Shared reports show you reports created by your administrator or by other users.
There are three default reports: My daily summary, My sessions and My monthly summary. These are displayed in the Shared Reports folder and cannot be changed in any way, as they are managed by your administrator.
Each report can be directly displayed on the web user interface and saved in any of the following formats: PDF, CSV, XML, XLSX and ODS. The reports can be automatically generated and stored in a predefined folder. There is no data limitation for the generated report, it includes all the data from the specified period.
Creating a report
You can create a new report in a few steps:
At the top-right corner of the Reports main tab, click +Add report. The Add report dialog box appears.
In the box, select the type of the new report and the folder to place it in, and then click OK. The editing panel of the new report opens. On the panel, edit and save the report.
Editing a report
On the General tab of the report's editing tab, you can change the report's Name, add a Description, and select Sharing rights, meaning the users or groups who will have the rights to Run the report and those who will have the rights to Edit the report. You can also click Schedule to set its scheduled run. Once done, click Design to open the Design tab of the report.
On the Design tab, you can set the report's layout, select the items (Users, Printers, etc.) to be included in the report, add or remove columns and change their order.
Orientation: Select either the Portrait, or the Landscape orientation.
Show filters in the final report: Mark the checkbox if you want filters to be visible in the final report.
Filters and parameters
Available filters and parameters differ depending on the report type. These are the main parameters available for most of the standard report types:
User: Select the users to be included in the report. If you select the Me option and share this report with all users, each user can only see the data that concerns themselves; this way you can make personalized reports for each user.
Accounting Group: Select the accounting groups of users to be included in the report.
Printer: Select the printers to be included in the report.
Period: Select the time period to be covered by the report.
Here you can enable and disable the table option.
You can also add and remove columns in the table, edit them and change their order. For each column, you can change the width, alignment and the type of summary that will be shown on the final (bottom) row (Sum, Average or None).
To add a new column, click +Add. To open the editing options of an existing column, double-click it (or select it, and then click Edit). To remove a column, select it and click X. To move a column up or down the order, select it, and then use the up/down arrows.
Some reports do not include the option to use tables and their data can be displayed only in chart form.
Here you can enable and disable the chart option.
You can also select from the Bar, Pie and Doughnut chart types. Furthermore, you can add and remove data types to be shown on the chart and select colors for each data type (depending on the report type).
To add a data type, click +Add. To open the editing options of a data type, double-click it (or select it, and then click Edit). To remove a data type, select it and click X. To move a data type up or down the order, select it, and then use the up/down arrows.
Some reports do not include the option to use charts and their data can be displayed only in table form.
Designing your own reports can be a bit tricky, since it depends on many factors - the amount of data included (columns), length of column names and values, report orientation etc. To get the best result, you can click Preview anytime during the report's creation to check what the new design will look like. Only after you are satisfied with the layout, click Save to save the report.
To preview a report
Select the report and click Preview (or right-click it and click Preview on its shortcut menu). The report is shown in HTML format and the number of included data is limited. You can switch between Graphical view and Grid view.
To run a report
Right-click the report and click Run. The report runs in the specified format (PDF, CSV, XML, XLSX or ODS) with no data limitation.
To export the displayed report
After the report is generated, click on the report’s format link in the file column to download it.