# 6. Report Management

User Type: **Super Administrator**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 6. Report Management

### 6.1 Generate Reports on Demand
**What it does:** Generates the reports on demand: the report (the report, the type, the parameters, the period) is generated on demand, so the report is available when needed (the generation is the action). The Super Administrator generates the reports on demand (the report, the type, the parameters, the period) so the generation is structured and the report is explicit.

**Sub-features:**
- Report: the report (the report, the type, the parameters, the period)
- Report type: the type (the type of the report, e.g., the revenue, the user, the content)
- Report parameters: the parameters (the parameters of the report, the filters, the scope)
- Report period: the period (the period of the report, e.g., the monthly, the quarterly, the annual)
- Report generation: the generation (the generation of the report, the time, the status)
- Report view: the view (the report, the type, the parameters, the period)
- Report export: the export (the report, the format, the period)
- Audit logging of the report generation

**Super Administrator User Journey:**
1. Super Admin generates the report on demand: the report (the report, the type, the parameters, the period), the type (the type of the report, e.g., the revenue, the user, the content), and the period (the period of the report); the generation is explicit.
2. Selects the report type: the type (the type of the report, e.g., the revenue, the user, the content); the type is the category.
3. Sets the report parameters: the parameters (the parameters of the report, the filters, the scope); the parameters are the controls.
4. Sets the report period: the period (the period of the report, e.g., the monthly, the quarterly, the annual); the period is the scope.
5. Generates the report: the generation (the generation of the report, the time, the status); the generation is the action.
6. Views the report: the view (the report, the type, the parameters, the period); the view is the result.
7. Exports the report: the export (the report, the format, the period); the export is the record.
8. The report is available: the report, the type, the parameters, the period, so the generation is complete.
9. The report generation is audit-logged with the report, the period, and the timestamp.

**Rules & Edge Cases:**
- The report is the output (the report, the type, the parameters, the period); the report is the result.
- The report type is the category (the type of the report, e.g., the revenue, the user, the content); the type is the segment.
- The report parameters are the controls (the parameters of the report, the filters, the scope); the parameters are the inputs.
- The report period is the scope (the period of the report, e.g., the monthly, the quarterly, the annual); the period is the control.
- The report is available (the report, the type, the parameters, the period); the generation is managed.
- Report generation is audit-logged with the report, period, and timestamp.

### 6.2 Scheduled Report Generation
**What it does:** Schedules the report generation: the schedule of the reports (the schedule, the report, the frequency, the time) is set, so the reports are generated automatically (the schedule is the automation). The Super Administrator schedules the report generation (the schedule, the report, the frequency, the time) so the schedule is structured and the automation is explicit.

**Sub-features:**
- Schedule: the schedule (the schedule, the report, the frequency, the time)
- Report: the report (the report, the type, the parameters, the period)
- Frequency: the frequency (the frequency of the schedule, e.g., the daily, the weekly, the monthly)
- Schedule time: the time (the time of the schedule, the hour, the day)
- Schedule status: the status (the active, the paused, the completed)
- Schedule delivery: the delivery (the delivery of the report, the recipient, the method)
- Schedule view: the view (the schedules, the reports, the frequencies, the times)
- Audit logging of the schedule configuration

**Super Administrator User Journey:**
1. Super Admin schedules the report generation: the schedule (the schedule, the report, the frequency, the time), the reports (the report, the type, the parameters, the period), and the frequency (the frequency of the schedule, e.g., the daily, the weekly, the monthly); the schedule is explicit.
2. Selects the reports: the report (the report, the type, the parameters, the period); the report is the output.
3. Sets the frequency: the frequency (the frequency of the schedule, e.g., the daily, the weekly, the monthly); the frequency is the cadence.
4. Sets the schedule time: the time (the time of the schedule, the hour, the day); the time is the moment.
5. Sets the schedule delivery: the delivery (the delivery of the report, the recipient, the method); the delivery is the handoff.
6. Views the schedule status: the status (the active, the paused, the completed); the status is the state.
7. The schedule is set: the schedules, the reports, the frequencies, the times, so the automation is complete.
8. The schedule configuration is audit-logged with the schedule, the frequency, and the timestamp.

**Rules & Edge Cases:**
- The schedule is the automation (the schedule, the report, the frequency, the time); the schedule is the plan.
- The report is the output (the report, the type, the parameters, the period); the report is the result.
- The frequency is the cadence (the frequency of the schedule, e.g., the daily, the weekly, the monthly); the frequency is the rhythm.
- The schedule status is the state (the active, the paused, the completed); the status is the control.
- The schedule is set (the schedules, the reports, the frequencies, the times); the automation is managed.
- Schedule configuration is audit-logged with the schedule, frequency, and timestamp.

### 6.3 Export Reports (Downloadable Formats)
**What it does:** Exports the reports in downloadable formats: the report (the report, the type, the format, the period) is exported in the downloadable formats (the CSV, the Excel, the PDF), so the report is available for download (the export is the record). The Super Administrator exports the reports in downloadable formats (the report, the type, the format, the period) so the export is structured and the record is explicit.

**Sub-features:**
- Report: the report (the report, the type, the format, the period)
- Report type: the type (the type of the report, e.g., the revenue, the user, the content)
- Report format: the format (the format of the report, e.g., the CSV, the Excel, the PDF)
- Report period: the period (the period of the report, e.g., the monthly, the quarterly, the annual)
- Report download: the download (the download of the report, the file, the size)
- Report share: the share (the share of the report, the recipient, the method)
- Report view: the view (the reports, the types, the formats, the period)
- Audit logging of the report export

**Super Administrator User Journey:**
1. Super Admin exports the report in downloadable formats: the report (the report, the type, the format, the period), the type (the type of the report, e.g., the revenue, the user, the content), and the period (the period of the report); the export is explicit.
2. Selects the report type: the type (the type of the report, e.g., the revenue, the user, the content); the type is the category.
3. Selects the report format: the format (the format of the report, e.g., the CSV, the Excel, the PDF); the format is the shape.
4. Sets the report period: the period (the period of the report, e.g., the monthly, the quarterly, the annual); the period is the scope.
5. Downloads the report: the download (the download of the report, the file, the size); the download is the action.
6. Shares the report: the share (the share of the report, the recipient, the method); the share is the handoff.
7. The report is available: the reports, the types, the formats, the period, so the export is complete.
8. The report export is audit-logged with the report, the format, and the timestamp.

**Rules & Edge Cases:**
- The report is the output (the report, the type, the format, the period); the report is the result.
- The report type is the category (the type of the report, e.g., the revenue, the user, the content); the type is the segment.
- The report format is the shape (the format of the report, e.g., the CSV, the Excel, the PDF); the format is the container.
- The report download is the action (the download of the report, the file, the size); the download is the retrieval.
- The report is available (the reports, the types, the formats, the period); the export is managed.
- Report export is audit-logged with the report, format, and timestamp.

### 6.4 Save and Reuse Report Configurations
**What it does:** Saves and reuses the report configurations: the configuration of the reports (the configuration, the report, the parameters, the period) is saved, so the configuration is available for reuse (the save is the memory). The Super Administrator saves and reuses the report configurations (the configuration, the report, the parameters, the period) so the save is structured and the reuse is explicit.

**Sub-features:**
- Configuration: the configuration (the configuration, the report, the parameters, the period)
- Report: the report (the report, the type, the parameters, the period)
- Configuration name: the name (the name of the configuration, the label)
- Configuration parameters: the parameters (the parameters of the configuration, the filters, the scope)
- Configuration period: the period (the period of the configuration, e.g., the monthly, the quarterly, the annual)
- Configuration reuse: the reuse (the reuse of the configuration, the report, the time)
- Configuration view: the view (the configurations, the reports, the parameters, the period)
- Audit logging of the configuration save and reuse

**Super Administrator User Journey:**
1. Super Admin saves the report configuration: the configuration (the configuration, the report, the parameters, the period), the report (the report, the type, the parameters, the period), and the period (the period of the configuration); the save is explicit.
2. Selects the report: the report (the report, the type, the parameters, the period); the report is the output.
3. Sets the configuration parameters: the parameters (the parameters of the configuration, the filters, the scope); the parameters are the controls.
4. Names the configuration: the name (the name of the configuration, the label); the name is the identifier.
5. Saves the configuration: the save (the save of the configuration, the time, the status); the save is the action.
6. Reuses the configuration: the reuse (the reuse of the configuration, the report, the time); the reuse is the shortcut.
7. The configuration is available: the configurations, the reports, the parameters, the period, so the reuse is complete.
8. The configuration save and reuse is audit-logged with the configuration, the period, and the timestamp.

**Rules & Edge Cases:**
- The configuration is the memory (the configuration, the report, the parameters, the period); the configuration is the template.
- The report is the output (the report, the type, the parameters, the period); the report is the result.
- The configuration name is the identifier (the name of the configuration, the label); the name is the label.
- The configuration reuse is the shortcut (the reuse of the configuration, the report, the time); the reuse is the action.
- The configuration is available (the configurations, the reports, the parameters, the period); the save is managed.
- Configuration save and reuse is audit-logged with the configuration, period, and timestamp.