Each module has a reporting feature. Reports can be accessed from within each module by clicking the Reports button. This will take the user to the reports for that specific module. The main reports list can be accessed by clicking the Reporting tab in the navigation bar.
Reports List
The reporting screen has a list of categories that can be expanded by selecting the blue arrows. This will open a list of all the reports associated with that module.
Selecting a link will open that report screen. Users will then be able to modify or delete existing reports for that category or create a new report.
Searching & Filtering Reports
Report Search Parameters Fields
When a report opens, the system automatically runs a query. It then shows the available search fields at the top of the screen. The fields will vary depending on the module and report selected. You can enter information in any combination of the available fields to run your search.
Report Format and Field Display
Below the report search parameters, staff can select the fields to display in the query output area. The available options will differ depending on the selected module or report.
Add Report Display Field: Select to add additional fields to the report
Display Fields: Select the fields you want to include in the report from the drop-down menu. The list will automatically update to 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 the 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 option to see totals or the number of records. The system will not display the individual records in a list
Once the parameters and display fields have been set, the user can select Query. Results will display in a list at the bottom and can be printed if needed.
