How do I report on applications?

How do I create a new report?

1. Go to 'Reporting' in the left-hand menu
2. Select 'Report builder'
3. Select 'Build' in the top right, then 'Application list'
4. A pop-up will show called 'Build report'

You can use a preexisting report as a template for your new report by selecting it from the drop-down under 'Build from template'. This can save time if you need multiple reports but only need minor changes to their information.

1. In the 'Columns' section, select the columns you want to use for your report from the dropdown list. You can type in the box to help filter through the list of options.
2. Drag and drop the column names into the order you want them to appear in the report
3. Under the 'Date' section, select the information:
   • • Field - This is what you want to report on. You'll find your custom fields in this list too.
     • 'Range type' and 'Range' are linked. What populates in the 'Range' column depends on what is selected in 'Range Type'
       • • • 'Relative' in 'Range Type' - Allows you to choose from a set of pre-defined date ranges under 'Range' for example, 'Today', 'This Week', 'Last 60 Days'
           • 'Absolute in 'Range Type'- Allows you to choose from a set of pre-defined date ranges but also allows you to choose specific date ranges, for example, '1st January - 5th February'

Adding additional filters to reports

• For a more detailed and in-depth report you can add Filters by selecting the blue '+Add' button.
• For example if you wanted to see all applications from the 'Last 60 Days' with a specific sub-status you would need to:
  1. Select '+Add' under the 'Filters' header
  2. Select 'Sub-status' from the 'Field' drop-down
  3. Select the 'Operator' from the drop-down menu. For 'Sub-Status' as in this example the drop down will either have 'In' or 'Not in'. The operators you can select will change depending on the 'Field' choice.
  4. Select 'Value' and choose the values you want to see
  5. Select 'Apply'

You can save the report by selecting 'Save' in the top right of the Reports screen. 

You can then:

• • Name the report
  • Decide who can view the report under the 'Audience' section

Select 'Apply'

Accessing your reports

Any reports you save will appear in the list of saved reports on the 'Report builder' screen. 

• To access 'Report builder' select 'Reporting' in the left-hand menu and then 'Report builder'

Actions on reports

When viewing a report there are several things you can do by selecting 'Actions' in the top-right: 

• Download - This will download the report as an excel spreadsheet. The report is limited to 5000 records. If you need more than 5000 records you'll need to contact support.
• Update - Once a report is saved you can update or change them at any time by selecting 'Update'. If you update the report and 'Save' the changes it'll overwrite any existing settings on the report.
• Filter - You can add or remove filters on the report without saving changes to it. If you want to save the new configuration you can by clicking save. This will save the new configuration as a brand-new report.
• Print - This enables you to print reports. This is limited to a month period.

Adding reports to the navigation menu

Once you've built your reports you can add them to the navigation menu on the left-hand side.

To add reports to the navigation menu: 

1. Head to 'Settings'
2. Select 'Account'
3. Then select 'Navigation'
4. In the 'Navigation' section, select the 'Application menu' and select the report you need
5. The report will show in the application menu box. Select 'save'.
6. In the left menu, if you select 'Applications', you'll see the report you have just added