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→Part 2: Reports and Automation
We can see our fields are now ordered and grouped under title bars. On the right side of the screen we can see our” Jump To” menu. On long pages you can click those links to scroll to a desired title bar. Optionally you can hide the “Jump To” also called the “Title Bar Navigation” as Menu icon > Global Settings > Branding.
==Part 2: Reports Creating a Report and AutomationAutoloader==
===Importing Records===
In this exercise we are going to use the autoloader to create several records in a batch so later we can report on them.
# Click the “Report Builder” (4 squares icon) button located in the action bar.
# In the column with the “4” as the label, for the row labeled “Criteria” enter “<code><=ADDDATE(CURDATE(), INTERVAL 30 DAY)</code>”.
# Click the “Build Report” (floppy disk icon) button, located in the action bar at the top. The report builder modal window will close automatically.
# Click the “Preview” button in the submit bar near the bottom of the screen and you will see a new modal window displaying the IT Assets with a Warranty Expiring in the next 30 days.
If we went to the left Tab and clicked the “Export” tab we could schedule this report to run monthly and send an email containing the file to specific users at that time.
In this exercise we will create a personal dashboard to easily visualize the data in our UTA such as charting IT Assets by Type.
