Create a Report

Important Note:

The design and available fields may differ throughout all modules.

1. Sign in to Community Development

2. Click Reporting:
   

3. Click the applicable report category:
   

   Note:

   You can also click the Reports button under a specific module.

4. Click the Existing Reports tab:
   

5. Click the report you want to use as a template to create the new report:
   

6. Click Conditions:
   

7. Add or remove condition Parameters as needed:
   

   Note:

   This Conditions will differ depending on the module selected.

8. Click Applicant:
   

9. Select multiple options from the Report list:
   

   Note:

   Use the CTRL key and click your mouse to make multiple selections.

10. Click into the Expected Completion Date Between and And fields in Contractor Information to manually select a date range:
    

    Note:

    You may use the Period Range dropdown menu to use a predetermined date range:
    

11. Select a date on the Calendar:
    

    Note:
    If you are using a report with a date range, you can change it to a predefined date. To do this, highlight the dates and click the delete key. This will erase the date range.

12. Scroll down to Fields to be displayed:
    

13. Configure the fields to be displayed or click Add Report Display Field to add additional fields:
    

14. Type a Report Name:
    

15. Click the Save Button:
    

16. Click Create New Report in the confirmation modal:
    

17. View the new report in the list of existing reports:
    

18. You can now run the report and print the results