Custom Report Builder

Users with the "Manage District Settings" permission will have access to this feature. Admins can create these reports with specific custom criteria and then send them out to a specific subset of users at a particular frequency.

 

Creating a Report. 

1. Go to Reports > Custom Reports.

 

All Custom Reports will be displayed.

 

 

2. Click the "Add Report" button. 

 

3. Fill out the Information.

 

Request Type = request type will default to "Request."

Report Name = Enter the name of the report (this will be shown in Grid and Email

Date Range By = This can be the "Submitted Date," which is when the requestor entered the event.

Or you can choose "Start Date" when the event occurs. 

 

Date Range = Can be Last, Next X amount of Days. Or you can choose the custom option to choose a specific start and end date.

 

4. Custom Columns to Display

 

Columns that will appear on the report will be on the right side. Items on the left are optional columns/fields you can add to your report.

 

 

Columns/fields can be added by clicking it from the left side and clicking the right blue arrow.

 

 

Columns/Fields can be removed by clicking it on the right side and clicking the left blue arrow.

 

 

Columns/Fields can be prioritized in the view by clicking it on the right side and using the up or down arrow to move them.

 

 

5. Apply the Filters you would like to use

 

Click into the field to apply a multi-select option of items. If you want a general report, you can skip this step.

 

 

6. Click Next

 

7. Apply Custom Criteria by clicking + Add Custom Filter

 

 

This is good if you want to see all events where someone selected "Yes" or a specific value when they filled out the request form.

 

For this example, I want to see all events where someone clicked YES on custodial.

 

 

8. Click Save

 

9. Confirm all of your report details, and then click Save again

 

You will now be back to the grid where the report will exist.

 

Viewing a Report. 

1. Click Reports > Custom Reports.

2. Click the Magnifying Glass Icon ()  next to the report you want to view.

The following report will then be displayed.

 

 

Note: These views are only updated daily. If you make any adjustments to any requests, they will be reflected in the following sync.

 

Schedule a Report. 

Admins can choose a frequency as to when the reports are sent out to specific users via email.

All Reports will be sent at 7 AM in the customer's respective timezone.

 

1. Click Reports > Custom Reports.

2. Click the Calendar Icon () to "Schedule" the Report. 

3. Choose specific users to send the email to

4. Pick the frequency of when you want this to be emailed.

 

5. Check Off "Send Report Now" if you want the specific users to get a copy immediately.

6. Click Save.

 

Note: This is not like the view module. The users will have the most up-to-date information when the Excel file is sent. 

 

Edit a Report.

1. Click Reports > Custom Reports.

2. Click the pencil icon ( ) next to the report you want to adjust.

3. Make your modifications.

4. Click Save.

 

Delete a Report.

1. Click Reports > Custom Reports.

2. Click the trash icon ( ) next to the report you want to delete.

3.  Click Yes on the prompt to confirm the deletion.

Below you will find an overview video of this feature.