Customize Reports


OVERVIEW:  The custom reports are used to create report with specific information.  The steps are as follows.  Detailed information is included in the next section.

Step One:  Add New.  Name the report and determine the type of report.  

Step Two:  Once created, open Report Writer via the pencil icon.   Reports_-_Open_Icon.png

Step Three:  Customize the report via Report Writer

Step Four:  Determine Parameters

Step Five:  Save and use the report

If you plan on using the report frequently, you can add it to you My Favorite Reports for quick reference by selecting the Star icon.  Star_Icon.png

STEP ONE:  Create New Report

Within this step, determine the following information. 


Name: Name of the Report

Description:  A brief description of the report.  This will display on you menu of reports.  This field is optional.

Report Style:  Chose between standard and spreadsheet.  Spreadsheet is the most common.   

Spreadsheet Style:  Will include column and rows similar to a spreadsheet.

Standard Style:  This is more advanced and allows the display of information vertically, such as including all issue related information in a table, with the subsequent information below that.  

Base Data:  Issue or Audit.  This should provides different options when creating the report.  The issues data will allow you to include information about individual issues.  The audit data will allow you to include detailed information about he audit and assigned issues, but groups issues by audit. 


STEP TWO:  Open the Report Writer

Click the pencil icon to pencil icon to open the Report Writer.  Click the gear icon if you need to edit the report properties. 


STEP THREE:  Customize the report via Report Writer

Below is an image of a default report designer if using the spreadsheet style and issue data.


Change the Headers and Add the Data you would like displayed


If you could like to add or remove a column, use the Add Column, Remove Column at the right.  Then add additional parameters, such as Priority in the example below.


STEP FOUR:  Determine report parameters.

Use the parameters feature to limit the report to specific information.  These limits may be predefined, or prompted by the user when running the report.

Predefined Example:  status field = "Open"


User Prompted Example:  Having user select the audit name to limit the issues in the report.


STEP FIVE:  Run the report.

Use the view report icon to run the report.  The report can then be exported to PDF or Excel. 


Frequently Asked Questions

Q:  Can I edit a report and save it as new?

A:  Reports can be saved under a new name using the Save As button.

Q:  Can I limit who can view are specific report?

A:  If a user has access to the reports, they will have access to any report available.

Q:  Are reports created by one person available to others?

A:  An administrator can allow the sharing of reports across users.   If sharing is enabled, all the reports created by others will be shared on the platform with other users of the account.




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