Reports and Exports module

PDF report generation

All data in dRofus is stored on a central server. PDF reports can be generated and sent back over the Internet. It is advantageous to limit the number of reports generated if possible. The reports generated, e.g., all rooms in the project, naturally take much longer than reports for individual rooms. When you request a report, an Internet browser will automatically open, showing the status for report generation and, finally, the report itself. If this takes a long time, you can continue working with dRofus while you wait. 

To navigate all the PDF reports, choose "PDF reports" under "Reports and exports" in the left-hand menu. You will see all the available PDF reports in a tree structure. Report Filters and Report setups below provide a general overview of the filters and potential for added information that can be used for these reports. Overview of Reports provides a brief overview of the different reports. Not all reports may be available for all projects, and new reports and filters are continuously developed.

Excel report (export) generation

There are two types of pre-defined Excel exports - the built-in ones and those created on a per-project basis. The choices for the built-in Excel exports are similar to those available for PDF report generation, with pre-defined filters and columns that can be used in the report.

For the per-project Excel reports, a dRofus admin can use an Excel template (for example containing a pre-defined pivot table or macro) and upload that together with a setup for which fields to extract from dRofus. This will allow users in the project who have access to the relevant fields needed to use it the same way as they would a built-in report.

In addition, any user with the right access (e.g., Rooms access for Rooms fields) can create a tailored Excel export that they can combine with an Excel template they have locally. This is available from the "Excel Projects Exports" top-level page (you will see a button to the bottom right of the window "Create Excel export" that can be used for this).

It is also possible to generate an Excel report/export from any list panel in any module by right-clicking and choosing "Export to Excel.” With this choice, Excel will be generated without a pre-defined template.