Create & Manage Reports

This article will walk through how to create new reports as well as update and remove existing reports. The design and available fields may differ throughout all modules.

Create a New Report

1. Sign in to your site
2. Navigate to Reporting and click the applicable category
   
   
   Note: You can also click the Reports button under a specific module. 
3. Expand the Existing Reports tab and select the report you want to use as a template to create the new report
   
4. Scroll down and set/remove Parameters as needed (will differ depending on the module selected)
   
5. To select multiple options from a list, use the Ctrl key + your mouse to make selections
   
6. Use the calendar icon to select dates for a field or use a predefined date range to pick an option from the drop-down
   
   
   Note: If you are using a report with a date range and want to change to a predefined date, just highlight the dates and click the delete key; this will erase the date range.
7. Configure the Fields to be displayed or click Add Report Display Field to add additional fields
   
8. Enter a new Report Name
   
9. Click Save
   
   
10. On the pop-up window, click Create New Report
    
    
11. You will now see the report name in the list of existing reports 
    
12. You can now run the report and print the results

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Modify an Existing Report

1. Sign in to your site
2. Navigate to Reporting and click the applicable category
   
3. Expand the Existing Reports tab and select the report you want to modify
   
4. Scroll down and set/remove Parameters as needed (will differ depending on the module selected)
   
5. Configure the Fields to be displayed or click Add Report Display Field to add additional fields
   
6. Click Save
   
   
7. On the pop-up window, click Overwrite Existing Report
   

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Delete a Report

1. Sign in to your site
2. Navigate to Reporting and click the applicable category
   
3. Expand the Existing Reports tab and select Delete next to the report you want to remove
   
4. Click Yes on the pop-up that says Are you sure you want to delete this report?
   
   

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Report Fields

• Fields to Be Displayed
  • 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 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
• Create Matrix For: This field is available for the Permitting & Projects modules only. Select a matrix field for the report
• Report Name: Add a new name for the report

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Related Articles

• Reports Overview
• Run & Print Reports