Run a Fields Report

Users with the View Reports role permission can see a report based on the fields and questions on your district request form.

You can filter by date, and customize your view of this page.

To run the report:

1. Select Reports > Fields Report. The report appears.

   

2. Do any of the following:
   • To filter by day and time:
     1. Next to Date Range, enter your desired start and end date.
     2. Click Refresh.
   • To filter by column:
     1. Click Filter.

     2. Select your desired filters.

        Note: Available filters are: Site Space Space Type Classification Group Status (defaults to Pending, Approved, and On Hold) Event Type Field Week Day Public/Private Events Event Duration Assigned Users

     3. Click Search.
     4. To save a filter, enter a name, and click Save Filters.
     5. To view a saved filter:
        1. Click Saved Filters.
        2. Select the desired filter from the drop-down.

3. To add or remove a column, do the following:

   Note: All custom fields for requests are available as selectable columns.

   1. Next to any column you want, click . The following pop-up appears.

      

        b. Hover over Columns. A slide-out appears.

        c. Select or deselect the checkbox for each column, based on whether or not you want it to appear.

        d. Click Filter.

4. To export report data, do any of the following:
   • To export to PDF, do either of the following:
     • Select Actions > Export Print Friendly PDF.
     • Select Actions > Export Grid as PDF. The report appears in your Downloads folder.
   • To export to Excel, do either of the following:
     • Select Actions > Export Current View to Excel.
     • Select Actions > Export All Fields to Excel.