Reports Overview

Each module has a reporting feature. Reports can be accessed from within each module by clicking the Reports button. This will take the user to the reports for that specific module. The main reports list can be accessed by clicking the Reporting tab in the navigation bar.

Reports List

The Reporting screen has a list of categories that can be expanded by selecting the blue arrows. This will open a list of all the reports associated with that module. 

Selecting a link will open that report screen. Users will then be able to modify or delete existing reports for that category or create a new report. 

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Searching & Filtering Reports

Report Search Parameters Fields

Once a report is opened, the system automatically runs a query and displays a list of the fields available for searching at the top of the display. The fields will change based on what module and report are selected. Any combination of the fields available can be populated and searched.

Report Format / Field Display

Below the report search parameters, staff can select the fields to display in the query output area. The available options will differ depending on the selected module/report. 

• Add Report Display Field: Select to add additional fields to the report
• Display Fields: Select fields from the drop-down to include in the report; the list will populate with the available fields for the selected module
  
  Note: Display the field in the order that you want the columns of data to appear in the report output. The first field selected will be the first field displayed in the left column of the data.
• Summarize By: When checked, this tells the system to sort on that specific field. For example. selecting the Location as a field and clicking the checkbox to summarize by the location field will sort the report by the physical address of the property (location) and will show all records and the count of those records for each location that met the search criteria.
• Total this Field: When checked, it will require the specific field type to be totaled
• Custom Label: If needed, add a custom label for the field to display on the report
• Check this box to display only totals and not individual records: This is used when the user wants to see only the total, the number of records, etc., and not the specific records in a list

Once the parameters and display fields have been set, the user can select Query. Results will display in a list at the bottom and can be printed if needed. 

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Related Articles

• Create & Manage Reports
• Run & Print Reports