Creating a Report

11 June 2019 12:22:00

Navigating Reports

To create a report you need to go through the following steps: 

  1. From the dashboard select the "Reports" icon. (1)
  2. On the report structure view select a folder where the report should be located.
  3. Click the '+' icon at the top of the page. (2)

You will then be redirected to the "Report Creation" page where you need to fill in the fields with relevant data.

Creating a Report

This is the screen for populating data for reports.

  1. Name - Specify the name of the report.
  2. Type - Chose the report type. This can be Standard or Advanced
    1. Advanced are created only by Administrators
    2. Standard can be created by anyone
  3. Content Type - Choose whether you would like to report on campaigns (briefs/tactics), or at the task level (build items), or if you want it to be an audit item.
  4. View - Specify if you would like a list of results or tiles of results in the View drop-down. Generally, a list is most often used.
  5. Columns - Choose the fields you would like included in your report.
  6. Default Query - Enter the Default Query string. This will be the filter which will determine the count, and it will be run as the actual search when clicked. 
  7. Alternates - this can be an alternate query string, this will appear as drop-down options on dashboards.

After filling all the fields click the Save button to save your work and return to the All Reports page.