Report Builder

This section is where a new report can be created.

Step 1.

1. Report Name The name of the report that appears in the reports list.
2. Report Description The description appears underneath the name in the reports list
3. What would you like to report on? This is the report type. The following report types are listed below. For the purposes of this example, we have selected a Form report. Click here for more information on each report type.

• Document
• Form
• Project
• Task
• User
• Workflow

4. Sub Category This is where you select what form(s) you want to report on. One or more forms can be selected.
5. Filter Columns You decide what headings you want in your report.
6. Report Column Headings are grouped into the following sections.

• Standard In this case standard form columns that are common to all forms, e.g. Form ID#, Name, Description etc. But there are standard columns for each report type
• Meta-data In this case all form fields. Different report types will have different meta-data

7. Associated Data You can now report on data from different report types. If it is possible it will automatically appear here. E.g. Form reports can be associated with User meta-data based on the user name.
8. Next Step You can navigate through the reports by this button.

 

Step 2.

9. Column Label You can edit the label that you want to appear in the report.
10. Order You can order the results by dragging your mouse over the 4 dots and moving to the order you want.
11. Filters

• Click on the 'Enable Filter' checkbox to enable setting up filters. This needs to be checked to set up any report filters.
• 'Display Prompt' allows the user to enter in an input value when running the report. Otherwise a set value can be entered in the text-box or date field that cannot be changed by the user running the report.
• 'Mandatory' forces the user to enter in a value.
• When this is selected - 'Run as Current User', the report would run against the logged in user.
• More filters and groupings can be done on one field by clicking on the green '+' sign. The new rule can be AND / OR logic.

Note: Rules can cover the following dependent on the value:
• Equal to / Before / After/ After & Including/ Before & Including
• Equal to / Less than / Great than / Less than & equal to/ Greater than & equal to
• Contain/ Match/ Starts with/ Ends with
• Is / Is Not
• Does / Does Not

12. Formatting Any formatting options for the results will appear here. The following date options are available.

 

 

 

13. Sort Order

• Order - You need to select by what field the report will be ordered. You can select more than one field and you can prioritise as you would like.
• Type - What sort direction is required also. The following options are available - Ascending, Descending, Unsorted.

14. Column Width Set the width for the columns here. Smaller numbers will result in shorter column width.
15. Settings

• Display Column - Do you want the column to be available in the results? This is turned on by default
• Display Link - This will give a link back to the value from within the report

16. Filter Toggle Shows all fields where filters are turned on only.

 

Step 3

17. Report Permissions There are 3 levels of Reports permissions that can be applied to users and groups.

• View Access: Can Run this Report
• Edit Access: Can Run and Clone Report
• Admin Access: Has Full Admin rights

18. Template Files You can upload an excel with your desired formatting for the report from this area by clicking on Browse Files.

 

Step 4

19. Filters Here is where you are asked to enter the filters that you set up on Step 2.
20. Generate Preview After you enter the filter, you 'Generate Preview' and the results will appear on the right hand side. Empty filters can be entered if a filter is not set as mandatory

21. Results A small subset of results appear here.
22. Queue Report If you click this button, the full report results will be emailed to you.
23. Exit Builder
24. Save Save the report

Next page: Export Reports