Objective:

The objective of this article is to guide users on how to generate and manage exporters on the platform. This process allows users to create customized reports according to their specific needs, making it easier to access and manage relevant information.

Scope:
This article covers the complete process for creating exporters on the platform, including template selection, parameter configuration, and management of the resulting reports.

Limitations:

Only modules and functionalities related to exporters are addressed.
The article does not cover advanced configurations or external integrations beyond the download and scheduling options available within the platform.
Access to and visibility of reports depend on the permissions assigned to the user's profile.

Definitions:

Exporter: Tool within the platform that allows users to create customized reports based on selected parameters.
Template: A predefined set of parameters and formats that can be saved and reused for creating future reports.
Parameter: Data element that can be selected and organized in a report. Parameters can be text, number, date, or controls such as true/false.
Group: Function that allows you to organize report data based on a specific parameter, similar to pivot tables.
Sort: Function that allows you to define the order of columns in the report according to the user's needs.

Process on Individual Platform:

Below are the steps you must follow to generate a report:

Go to the Reporting module in the side menu and then to exporters. In My Reports, click on Create Report.
A tab will then open with different options you can choose from depending on the report you need.
When you select the template you need, a modal will open where you can choose different parameters.

3.1.Data:You can select the different columns you want to use in your report.

3.2.Group by:Used to select the columns by which the report will be grouped.

3.3.Filter Data:Used to apply advanced filters to the report.

Additionally, there is a preview to see how the report looks as you add columns.
You will have the option to download directly or save it to always have it available in My Reports.
When you save a template, it will remain available in My Reports and there you can:

5.1. Download:You can download reports for the month you need and apply the necessary filters.

5.2. Schedule send:In this section, you can schedule the report to be sent to your email.

5.3. Share:You can share the report you created with another Buk user.

5.4. EditYou can edit the columns by removing or adding what you need.

5.6. Delete:If the report is no longer useful, it can be deleted.