Reports

Report center, builder, exports, and analytics.

Overview

This guide covers reports workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Standard reports

Configure Standard reports according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Report builder

Configure Report builder according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Scheduled exports

Configure Scheduled exports according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Cross-module analytics

Configure Cross-module analytics according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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