Overview

Reports can be saved and customised in the future utilised again by you or by other users in your business or institution depending on how you save your report. You can set the scope and access to your report which is to be determined by the details when saving your report.

When a report has been sufficiently customised it is desirable to save the changes for future use.

Workflow

Status
colour Green title 1

Save your report by filling out the fields with * highlighted in RED (as shown in the screenshot below).

Status
colour Green title A

Name – give a saved report a detailed name and description to improve discoverability by other system users and to avoid the likelihood of other users reinventing the wheel by creating a report that essentially serves the same business requirement.

Status
colour Green title b

Description – a brief description of what the report is for or the data that the report will provide.

Status
colour Green title c

Permission – group of users with system access who can access your report

Status
colour Green title D

Type – the section/type of data that the report belongs to: (Provider, Student, Financial, Marketing, Saved Search, All)

Status
colour Green title E

Scope – who has access to this report: (Global - all user can access this report, Private - only I can use this report)

Status
colour Green title F

Status – (Active, Archived, In Active, In Progress)

Status
colour Green title 2

After filling out all the required fields, click the SAVE REPORT button.

Info
INFO: The following will give a brief overview of all the buttons found under the SAVE REPORT Form section. VIEW SQL – will let you view the SQL version of your report DELETE REPORT – will delete the currently loaded report SAVE NEW REPORT – will create a carbon copy of the currently loaded report SAVE REPORT – will save your newly created report

Status
colour Green title 3

After saving your report, you have the option to go back and review the details you’ve entered in the previous sections of the page, and when you’re ready you can now proceed to formatting your report and see the output. To produce the report, go to the FORMAT REPORT section of the page.

Status
colour Green title 4

If you are just testing out a small number of columns and would just want to see if the output is right the fastest way, you can use the Print Format HTML option, else you can generate your report in CSV format and click PRODUCE REPORT to download the file.

Image Added

Info
INFO: If you want to learn more about the other format options, you can refer to this knowledge article: Alternative Data Formats.

---

---

_{Introduction to Report Builder | Step 1 - Select a Base Report | Step 2 - Add and Remove Fields | Step 3 - Rename and Reorder Fields | Step 4 - Add Filter Clauses | Step 5 - Save Report}