Reporting Basics

To create a report, you can use the drop down on Reports and select Create Report. 

You can also select Reports and the + on the far right to create a new report. 

Once the Report Creation screen opens:

1. Select a Visualization Type, which will effect what kind of grid you are viewing. You can choose a Table, Pivot, or Chart.
2. Select a Data Source. The Data Source is the main thing you want to report. 
3. Add Linked Data Sources if necessary. Linked Data Sources are items you also want to report that connect to the initial Data Source. By selecting these you will have additional Column options. 
4. Select Columns you want to see within the Report. Make sure you select them in the order you want to view, as you are unable to drag them around to reorder after they are saved.  

Tip: Run sample data reports as a method to check your work prior to saving the final report. Your report will not automatically run, you must select Run Report in order for data to populate.

Reordering Columns
To reorder columns, simply click and hold on a column and drag it to the spot you want it. After reordering the columns, you must select Run Report for the changes to take effect. 

Type Ahead Feature

The Type Ahead Feature on reporting allows you to search for your columns by "typing ahead" while the system narrows down your selection. The closest matches will be offered for you to choose the best possible match.

Filters

You can add a filter to your report by selecting "Add Filter"  

When the pop-up appears start by select a Field from the drop down.

The Field options will match the column options so you cannot select anything that doesn't pertain to the Data Sources you have selected.  

Next, select an Operation. 

Operator Value Meaning:

• Equal to: Checks if two things are exactly the same. (e.g Subcontractor Invoice Status Equal To Submitted will show all invoices in the status of submitted and only those invoices)
• Not Equal to: Checks if two things are different. (e.g Subcontractor Invoice Status Not Equal To Submitted will show all invoices that are not in the status of Submitted)
• Like: Checks if a value matches a pattern.
• Not Like: Checks if a value does not match a pattern.
• Between: Checks if a value is within a specified range. (e.g. Subcontractor Invoice Submitted Date Between 01/01/2023 to 01/01/2024 will show all invoices with a submitted date between those specific dates)
• Not Between: Checks if a value is outside a specified range. (e.g. Subcontractor Invoice Submitted Date Not Between 01/01/2023 to 01/01/2024 will show all invoices with a submitted date not between those specific dates)
• Is: Checks if a value is a specific type or value (e.g. Subcontractor Invoice Submitted Date Is *enter space in the value will show all invoices that have a blank submitted date)
• Is not: Checks if a value is not a specific type or value (e.g. Subcontractor Invoice Submitted Date Is Not *enter space in the value will show all invoices that have a blank submitted date)
• Greater Than: Checks if one value is larger than another.
• Less Than: Checks if one value is smaller than another.
• Greater Than or Equal to: Checks if one value is larger than or equal to another.
• Less than or Equal to: Checks if one value is smaller than or equal to another.
  
  

Finally, enter a Value. The Value could be an exact workflow status name, an assignee username, a class name, etc.

In the example above, the report is going to filter out all Subcontractor Invoices that do not have a status of "Vendor Submitted" 

Schedules
If you would like to have this report run on a certain day, select one of the options under "Schedule". 

Enter a specific time under Schedule Time.

Select an email from the drop down on "Search For Email". This will send an email to whoever is selected with the report. 

Whoever is selected will then appear under the Recipients.

Once you are done with the creation of the report be sure to select the save icon in the top right-hand corner.

NOTE: If you need assistance creating a report, please submit a helpdesk ticket with the criteria you would like to have included and our team will gladly assist.