How To: Create Basic Reports

How To: Create Basic Reports

Reports are generated from specific views within the system. 

To create a new report, navigate to the Reports Hub and select a base report.  You can select a report by Category or search for reports based on a specific term. 
(My Reports / Report Hub) 

Arrange Columns

To configure your report, you will fist select columns in the view you wish to have included in the report.  
To add or remove columns to a view, click on the three dot ellipsis in the view and choose Add/Remove Columns...


In the Current Columns list on the right, you will see all columns currently included in the report 


In the Available Columns list on the left, you will see all columns that can be added.  


The search bar can be used to search for a specific column. 


To insert a new column, select the checkbox and click the Add button. The new column will appear in the Current Column section 


To remove a column from the view, select the checkbox and click the Remove button.  The column will be moved to the Available Columns section.


Once you have the columns you wish to view in the Current Columns list, click Apply. 

Filters

To filter the information in the report view, under each column heading are filter options.  If the filter options do not appear, expand the filters section using the the triangle icon. 
The dropdown selector on the filter line contains several operators that can be used to select the criteria in your filter, such as =, starts with, contains, etc. 

Sort Columns

To sort columns, click on the sort icon in the column.  By default, the column will be sorted in Ascending order.  To reverse the order, click the icon again. 

Save Report

To save your view once it is configured, click on the three dot ellipsis and select Save View or Save View As.  


Save View will override the previous version of the report
Save View As will create a new version of the report and will require a new report name


Select My Default if you wish to have this view as your Default view.  When you enter this view in the future, this configuration will be your personal Default report. 


Once saved, your report will appear in your list of reports under the My Saved Reports menu.  You can also access this report in the drop down list of Saved reports on the base report view. 




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