We provide a number of report templates in the Aidi Report Center. A list and description of our available reports can be found in the Reports section of the Resources category of this Wiki.
If you’re interested in some of these reports or if you have a previous version of the report in your environment,, you can add a new report if your access profile includes write permission for reports. Otherwise, contact your Administrator, who will be able to add the report for you.
- Access the list of reports in the Report section of the Resources category of this Wiki.
- In the File column, you’ll find the link to the file to be imported.
- In Aidi, access the Report List from the Supervision menu.
- To load your report template into Aidi, go to section 2 - Report models.
- Click on the Add button (If you don’t see this button, you don’t have the necessary permission; contact your administrator).
- Select the report file to be imported.
- When loading a new template, you can define the name and a brief description of the report.
- You can also determine who will have access to this report, either by selecting access profiles or by making it visible to all.
✏️Note: Report permissions respect Aidi role permissions. For example if a user does not have access to the budget in Aidi, they will not have access to budget-related reports.
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