Depending on the iController contract license the reporting module can be used for several useful analysis. 

Basic reports

The basis reports are available for everyone. The preconfigured reports can be downloaded to Excel. These are the only reports that have live data (the data in iController dating from the last import).

Dynamic reports

• The dynamic reporting module is filled with a data snapshot from 9 PM the evening before (local time)
  The report fill of each platform will be ended in the early morning
  Because of this, reports might slightly differ from the data in iController/basic reports, which is up-to-date from the last import
• It is possible to use existing reports from the report library or to create new or adjust existing reports to your preferences

Report library

• There are over 40 available basic reports in iController
• These can be downloaded to Excel (xlslx), CSV or other formats by clicking on the preferred format:
  
• Feel free to rename the report or modify it (e.g. add a filter, remove or add columns, use the copy symbol
  The report will now be available at the bottom of the 'Dynamic reports' list

Dynamic reports

Modify existing reports

• It is possible to adjust the dynamic reports that are created by your own user by clicking on the report title or on the pencil 
  Delete the report by using the trash icon 
• When creating a new dynamic report, this is by default 'private'
  Make it public (accessible for other users) by clicking on the lock symbol so the symbol changes to 
• Reports created by other users appear in the list when the access symbol is open and can be downloaded by other another user
  Other owner's reports can not be adjusted or deleted by another user: use the copy symbol  to duplicate the report to adjust and rename it

Create a new dynamic report

1. Click the 'New report' button on top of the dynamic reports page
   
   
2. Select the base data to create your report
   * Active clients: data from all clients with at least one outstanding document in iController (this is a snapshot from the data from the evening before)
   * Both active and archived clients: data from both active clients and archived clients can be consulted in the report (this is a snapshot from the data from the evening before)
   * Clients > Historical changes: use the report base 'Historical changes' to add the debtor date to the report to compare the client data over time 
   E.g. The evolution of the total outstanding for a certain debtor over time:
   
   
   
   * Active documents: data from all currently outstanding documents in iController (this is a snapshot from the data from the evening before)
   * Both active and archived documents: data from both active and archived documents can be consulted in the report (this is a snapshot from the data from the evening before)
   * Documents > Historical changes: use the report base 'Historical changes' on document level to be able to add the document date to the report to see the evolution of the document in the report
   E.g. The evolution of the document status of a document since the document was imported in iController:
   
   * Channel is used specifically for the dispute module 'Channel' in iController
   Contact our support team for more information
   * User actions: this report base is useful to analyze different user actions in iController on the last days
   
3. Fill in the report title
   
   
4. Drag and drop the necessary columns (pro tip: you can search columns using CTRL-F) from the 'Available columns' on the left side to the 'Selected columns' frame on the right side
   Change the data category by unfolding the list to be able to select different fields
   
   
   
   
5. When clicking the pencil icon after moving the cursor over the selected field, it is possible to rename the column and/or change the layout of the results (e.g. to amount)
   
   
   When clicking the eye symbol after moving the cursor over the selected field, the column will no longer be visible in the report and the selected column field turns grey (e.g. when you need the field for adding a filter, but there is no need to see it in the report)
   
   
   
6. To make an adjustment to one of the selected column fields, an advanced column can be created based on one of the selected fields
   Click the 'Advanced column' button above the 'Selected fields' and choose a function and the selected field
   Rename this new column and uncheck the original field with the eye icon
   (E.g. only extra the 'year' from a date field)
   
   
   
   
7. To add filters (to be able to show only a selection of the results in the report), click the button 'Add more complex filters' underneath the 'Available columns' 
   * Filters: it is possible to filter on all selected columns
   Change the function from 'AND' to 'OR' if it should only meet one of the criteria
   Click the brace symbol to add a sub-level to the filter
   
   * It is also possible to filter by portfolio(s) or user (relevant for reports on user actions base)
   * Group: if you group on one of the selected columns, it will concatenate all values into different lines. E.g. Group on debtor name or reference in a report on document level to be have one line per debtor in the report
   * Sort: sort ascending or descending on a certain column
   * Limit: it is possible to limit the number of results
   This can be useful for report evolution over time to limit the number of results instead of user a date filter
   
   
8. Click 'Show example' on top of the page to see the results of the created report
   It is possible to change the number of results from 10 to 25, 50 or 100 below the preview
   
   
9. Click 'Save report' on top of the page to save and close the created report

Dashboard configuration

It is possible to create a graph from an existing dynamic report.

1. Click on 'Dashboard configuration' in the left menu
2. Click on 'Create new dashboard' on top of the page
3. Choose the report and click the  icon next to the title
4. Choose the graph type
5. Drag and drop the columns in the X and/or Y-axis
6. Click show example to see the result
7. Click 'add graph to dashboard' to save 
8. Repeat steps 3 to 7 to add more graphs to the dashboard
9. Click on the star icon in the dashboard configuration list to select the created dashboard as your dashboard
10. The dashboard can now be consulted when clicking 'My dashboard' in the left menu

To modify an existing dashboard, click on the pencil icon of the dashboard line and use the tool symbol to adjust the graph:

Task configuration

To automatically send a report on a recurring time, it is possible to create a task.

1. Click on 'Task configuration' in the left menu
2. Click on 'Add new task' to add a new task or use the pencilto edit an existing one
3. Choose a title
4. Set the repeat period (daily, weekly, monthly) and time the report should be sent
5. Select the type: email or FTP
6. Select the file: report of dashboard
7. Choose one of the existing dynamic reports or dashboards in the scroll down list
8. The file type can be Excel 2007 or other types
9. Choose the number formatting (e.g. € 1000 or 1000 €)
10. A general template can be created and selected as accompanying email
11. The email addresses of the recipients can be added at the bottom of the page
    Use the  symbol to be able to add more recipients