This article will walk through how to create new reports as well as update and remove existing reports. The design and available fields may differ throughout all modules.
Create a New Report
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Navigate to Reporting and click the applicable category:
Note:
You can also click the Reports button under a specific module.
Expand the Existing Reports tab and select the report you want to use as a template to create the new report:
Scroll down and set/remove Parameters as needed (will differ depending on the module selected):
To select multiple options from a list, use the CTRL key and your mouse to make selections:
Use the calendar icon to select dates for a field or use a predefined date range to pick an option from the dropdown menu:
Note:
If you are using a report with a date range and want to change to a predefined date, just highlight the dates and click the delete key; this will erase the date range.Configure the Fields to be displayed or click Add Report Display Field to add additional fields:
Enter a new Report Name:
Click Save:
On the pop-up window, click Create New Report:
You will now see the report name in the list of existing reports:
You can now run the report and print the results
Modify an Existing Report
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Navigate to Reporting and click the applicable category:
Expand the Existing Reports tab and select the report you want to modify:
Scroll down and set/remove Parameters as needed (will differ depending on the module selected):
Configure the Fields to be displayed or click Add Report Display Field to add additional fields:
Click Save:
On the pop-up window, click Overwrite Existing Report:
Delete a Report
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Navigate to Reporting and click the applicable category:
Expand the Existing Reports tab and select Delete next to the report you want to remove:
Click Yes on the pop-up window that says Are you sure you want to delete this report?:
Report Fields
Fields to Be Displayed
Add Report Display Field: Select to add additional fields to the report
Display Fields: Select fields from the drop-down menu to include in the report. The list will automatically show the available fields based on the module you selected
Note:
Display the field in the order that you want the columns of data to appear in the report output. The first field selected will be the first field displayed in the left column of data.
Summarize By: When you check this box, the system will sort the report by that field. For example, you might choose Location as one of the fields. If you also check the box to summarize by Location, the report will sort by the physical address of each property. It will list all records that match your search. It will also show how many records were found for each location
Total this Field: When checked, it will require the specific field type to be totaled
Custom Label: If needed, add a custom label for the field to display on the report
Check this box to display only totals and not individual records: Use this when you want to see the total, the number of records, or other summary details. It does not show the full list of records.
Create Matrix For: This field is available for the Permitting & Projects modules only. Select a matrix field for the report
Report Name: Add a new name for the report