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

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 – a 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 users can access this report, Private - only I can use this report)

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

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

Other Buttons	Brief Overview

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 in 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 format 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.

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

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.

_{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}