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
1 Save your report by filling out the fields with * highlighted in RED (as shown in the screenshot below).
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.
B Description – a brief description of what the report is for or the data that the report will provide.
C Permission – group of users with system access who can access your report
D Type – the section/type of data that the report belongs to: (Provider, Student, Financial, Marketing, Saved Search, All)
E Scope – who has access to this report: (Global - all user can access this report, Private - only I can use this report)
F Status – (Active, Archived, In Active, In Progress)
2 After filling out all the required fields, click the SAVE REPORT button.
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
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 how you structure your clauses (syntax errors).
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.
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.
INFO: If you want to learn more about the other format options, you can refer to this knowledge article: https://silverband.atlassian.net/wiki/spaces/DPG/pages/1457225798.