This article provides an overview of how to add a new report.

In this article:

• Before you begin
• Report Components
• How to Add New Report
  • Assign a Category and Report Type
  • Add Columns
  • Enter Details
  • Select Security Groups (for Corporate Reports)
  • Select Users Access (for Personal Reports)
  • Enter Public Description
  • Finalizing a Report

 

Before you begin

You need to determine the content of the Report ahead of time since each Report can capture data from one Category only. For example, if your Report is collecting data from Jobs category, it cannot collect data from another category. You have to create a separate Report if you want to collect data from another category.

 

Report Components

• Category Folder defines where the Category is located.

• Category defines data content, group type, and columns of the Report. You can only select one Category per Report.

• Report Type defines the access permission type of Report (Personal or Corporate).

• Group Type defines the grouping points within the Report.

• Folder defines where the Report is located.

• Columns define data points captured in Report Results.

• Details define Report Name, Folder of the Report location, Category, and how the data is being grouped (Group Type).

• Security Groups/ Users define who can access the Report.

• Public Description defines the description of the Report.

How to Add New Report

• Go to Report.

• Select the Folder where you want to add the new Report.

• Click Add New

Assign a Category and Report Type

• Click to Category Folder that contains the Category you want to choose.

• Click a Category that contains data that you want to show in your Report.

• Click to either Personal or Corporate as the Report Type.

Note: Personal Report can only be accessed per user basis whereas Corporate Report can only be accessed per Security Group Basis.

• Click CONTINUE >.

Add Columns

• To add column, click SHOW AVAILABLE COLUMNS or Show button next to Available Columns.

• over over the selected Column on the Available Columns until the pointer change to be a four-headed arrow.

• Drag the pointer to a new position into the Columns list.

Note: A report needs to contain at least one column.

Enter Details

• Enter the following data in the Details:

  • Report Name: Enter a specific name as the title of the Report.

  • Category: This field shows the Category that you have selected. You can change it again in this step to another Category by clicking the drop-down list.

  • Group By: Select a Group Type from the drop-down list.

  • Folder: Select a Folder for the location of the Report from the drop-down list.

  • Date Type: Select how do you want to show your date in the Report from the drop-down list.

Select Security Groups (for Corporate Reports)

• Click Show next to Security Groups.

• Check to provide access or Un-check to remove group access

Select Users Access (for Personal Reports)

• Click Add New.

• On the Add Users screen, click Add User under the name of the user that you want to add.

• If you cannot find the name of the user, click SEARCH to search the user.

• Once you are done adding the user to provide the access, click CLOSE.

• The users you selected will appear under Users.

Enter Public Description

• Click Show next to Public Description.

• Enter the description of the Report.

Finalizing the Report

Once you have finished editing the Report. Click ADD NEW and CLOSE to return back to the Available Reports screen. A notification will appear on top of your screen to show that Report created successfully. The new Report will also appear under the folder that you selected.