QEval New UI User Manual

The Report Subscription History module provides a comprehensive view of all subscribed reports, categorized under Total Reports, Reports Subscribed by Me, and Reports Subscribed by Others. Reports are classified by type, including SFTP, S3, and Email.

Key Features & Functionalities:

• Visual Representation: Displays reports in a color-coded tile view with a hamburger menu for full-screen viewing, chart printing, and exporting in PNG, JPEG, PDF, or SVG formats.
• Table Export Options: Allows downloading reports in XLS and CSV formats.
• Advanced Filtering: Users can refine the report view using filters such as Start Date, End Date, Report Name, Report Type, Recurrence, User, and an optional toggle button to show only personally subscribed reports.
• Dynamic Report Display: The filtered reports are presented with pagination support for easy navigation.

To access this feature, click on the Menu button or move the mouse on the left side of the page to open the menu bar, then click on the Reports   option and select Report Subscription History, as shown below:

The user will redirect to the Report Subscription History as shown in the screen below-  

The elements of the Report Subscription History include- 

• Total Reports: Represents the total number of reports available within the system.
• Reports Subscribed by Me: Displays the number of reports that the logged-in user has subscribed to.
• Reports Subscribed by Others: Shows the number of reports subscribed to by other users.
• Report Type: Categorizes reports based on their delivery method, such as SFTP, S3, and Email.
• Color-Coded Reports: Represents reports in a visually distinct card view, incorporating a scoring system for better identification and prioritizations.

The Card View Reports feature also provides a detailed score for each specific report. When users hover over a particular report, the corresponding score is displayed for better visibility and analysis, as illustrated in the screen below –

Click on the   to view the drop-down options, as highlighted in the screen below-  

The drop-down options of the hamburger menu are as follows – 

• View in full screen
• Print Chart
• Download PNG images
• Download JPEG image
• Download PDF document
• Download SVG vector image
• Download CSV
• Download XLS
• Download data table

Subscribe List

The Subscribe List feature enables users to set date, apply filters to select specific report names , report types, and configure a recurrence option for automated scheduling. This functionality enhances efficiency by allowing users to manage and access reports seamlessly based on predefined criteria.

To access this functionality, scroll down on the report subscription history page, and user can view the Subscribe List category, as shown in the screen below- 

The data elements displayed on the screen are explained below:

If the logged-in user is a subscriber, enable the toggle button to indicate that the subscription has been completed by the user, as highlighted in the screenshot below-

Note: This functionality enhances the user experience by enabling subscribers to independently verify their subscription status, thereby minimizing the need for manual intervention. Additionally, all user-provided details will be automatically displayed by default, ensuring greater accuracy, efficiency, and a streamlined system workflow.

Upon fetching the report, the following detailed report will be displayed – 

The data elements displayed in the table grid are explained below:

Upon generating the report for the “Report Subscription History”, the pagination functionality will be displayed, as highlighted in the screen below, ensures efficient organization and seamless navigation.