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Report Builder Dashboard

Updated over a week ago

The Report Builder allows you to create, run, edit, and delete reports to help you keep your reports organized, up-to-date, and easy to access.
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From Reports, you can access the Report Builder:

  • Add Report Groups to help you keep your various reports organized by category. For example, you may have report groups such as Financial, Household, Recreation, Travel, Other Programs, etc.

  • Report Groups will be displayed alphabetically within the list.

  • New reports can be ADDED in any of these report groups by clicking the green Add New Report button (see separate solution for report building tips).

  • Existing reports can be MOVED into a different group using the move button to drag the report into another group.

  • Existing reports can be RUN with one click from the dashboard by clicking the Run Report button.

  • Existing reports can be EDITED by clicking the Edit Report button (see separate solution for report building tips).

  • Existing reports can be DELETED by clicking the trash can.

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