📚 User Guide

Welcome to the Auto-Report System! This guide helps you create report types (administrators) or generate reports (users).

Quick Navigation

• Getting Started: Getting Started Guide
• Authentication: Authentication Guide
• For Administrators: Creating Report Types
• For Users: Generating Reports
• Understanding the System: Key Concepts

What is Auto-Report?

The system automatically generates structured reports from your data files using:

• Report Types: Pre-configured formats (created by admins)
• Templates: Document templates defining report structure
• Source Data: Your Excel, Word, or PDF files with the data

User Roles

Administrator - Creates and manages report types with templates and samples for users

Regular User - Selects report types, uploads data files, and generates reports

Getting Started

If you're an Administrator:

1. Read Key Concepts to understand the system
2. Follow Creating Report Types to create your first report type

If you're a User:

1. Read Key Concepts to understand report types
2. Follow Generating Reports to generate your first report

Need Help?

Contact your system administrator for:

• Technical issues
• Access permissions
• Feature requests
• Questions about report types