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Reports Dashboard

Understanding Reports

Updated over 10 months ago

Welcome to the Reports Page, your central hub for managing and interacting with various reports generated within the system. This guide will walk you through the main features and functionalities available on the Reports Page in a user-friendly manner.

1. Navigation and Filters

The Reports Page is designed for easy navigation and quick access to different sections. Here's what you can do:

  • Search: Find specific reports quickly using the search bar. Enter relevant keywords, and the system will filter the reports accordingly.

  • Exported Reports: Access a list of previously exported reports for quick reference.

  • Create New Report: Begin creating a new report by clicking on the "Create New" button. This action will take you to a new report creation interface.

2. Reports Table

The main section of the Reports Page displays a table with essential information about each report, including the name, the date and time it was last executed, the user who created it, and the creation date.

3. Sorting

Sort reports by different columns such as name, run date, creator, and creation date.

4. Creating a New Report

When you click on the "Create New" button, you are directed to the "Create Report" page. This page contains a user-friendly form with the following key components:

  • Report Details:

    • Name: Enter a name for the report.

  • Report Type:

    • Report Type: Choose the type of report from categories like Visits, Attendance, Surveys, Notifications, Activity, Ticketing, and Payments.

  • Date Range Selection:

    • Date Range: Specify the time frame for the report by choosing from predefined options or a custom range.

  • Additional Options:

    • Pin Report: Opt to pin the report for quick access.

  • Filters:

    • Users can add filters to refine the data included in the report. The form initially shows a message indicating "No Filters" if none have been added. Users can add filters by clicking the "Add Filter" button.

  • Save Button:

    • After configuring the report details and options, save your settings by clicking the "Save" button. This ensures the report configuration is stored for future use.

This form offers a flexible and user-friendly interface for generating customized reports, allowing users to extract meaningful insights from the system's data based on their specific criteria.

5. Adding Filters

Upon clicking the "Add Filter" button in the "Create Report" form, you are presented with a modal titled "Add Filter." This modal allows you to refine your report further by adding specific filters to narrow down the data. Key components of the "Add Filter" modal include:

  • Filter Details:

    • Filter Type: Choose the type of filter from a dropdown menu. Filter types include role, reason, host, survey, device, and event.

  • Additional Options:

    • The modal may contain extra options based on the selected filter type.

  • Add Button:

    • After selecting the filter type and providing necessary details, click "Add" to apply the filter to the list of filters in the main "Create Report" form.

6. Editing and Scheduling Reports

When you choose to edit or schedule a report, you'll be guided through a straightforward process within the "Create Report" interface. Adjust report details, such as name and date range, or schedule automated reports effortlessly.

7. Exporting Reports

Access the "Exported Reports" section to manage and download previously exported reports.

The Reports Page is designed to empower users with a clear and user-friendly experience in managing, creating, and customizing reports according to their needs. Whether you're refining data with filters, creating new reports, or scheduling automated tasks, the Reports Page offers an accessible and user-friendly environment for efficient report management.

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