Overview
Reports can be saved and utilised again by you or by any other users in your business or institution depending on how you save your report. You can set the scope and access to your report in Report Builder, and its accessibility 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
NOTE:
The instructions below assume the following:
That you have already chosen a base or saved report and is already loaded in the system. If this is not the case, refer to the Step 1 - Select a Base Report instructions; and
That you have already selected the columns (data or information) you want included in your report output. If not, refer to the Step 2 - Add and Remove Fields instructions.
That you have already renamed and reordered the fields (if necessary and required) you want to see in your report output, refer to the Step 3 - Rename and Reorder Fields instructions.
That you have already added filters (as necessary and required) for your intended report output, refer to the Step 4 - Add Filter Clauses instructions
Save your report by filling out the fields with
* highlighted in
RED (as shown in the screenshot below).
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.
Description – a brief description of what the report is for or the data that the report will provide.
Permission –
a group of users with system access who can access your report
Type – the section/type of data that the report belongs to
: (Provider, Student, Financial, Marketing, Saved Search, All)
Scope – who has access to this report: (Global - all
user users can access this report, Private - only I can use this report)
Status – (Active, Archived,
In ActiveInActive, In Progress)
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.Other Buttons | Brief Overview |
|---|
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 |
NOTE:
You have the option to generate your report every time you want to try out a new condition or filter clause just so you would see the output and verify if your conditions or filter clauses are indeed working. This is also one way of checking if there are any errors on in how you structure your clauses (syntax errors).
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 format your report and see the output. To produce the report, go to the
FORMAT REPORT section of the page.
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 Removed
Image AddedinfoINFO: To try running your saved report, navigate to the Reports menu and the Type field where you saved your report, e.g. Student and look for the name of your report. Click the GET REPORT button to try running your report.