This article applies to agenciesReports allow you to customize and view real-time data via a list, graph, or chart.
To customize your report, select from the options under the Available Column and drag to the Displayed Column.
Creating a Report
To pull a report can choose to:
Select from a Prebuilt Report
Customize your own report
Prebuilt Reports
If you choose one of the pre-built reports, all the parameters will already be filled out.
Step 1: Navigate to My Reports
Step 2: Hover on My Reports and you will see the Prebuilt reports you can choose from
Customize a Report
Step 1: From the main menu bar, click My Reports.
Under My Data FIlters, the Data Criteria tab will allow you to customize the report that you are trying to run.
Map Criteria
Data areas can be selected on the map by drawing a location or by circling the area.
Displayed Column
Drag and drop from the Available Column to the Displayed Column to customize the data you want to see. To remove data fields from the Displayed Column, drag the selection back to the Available Column.
Misc Options
The Misc Options tab allows you to add the number of items per page, the description and a Display in dashboard checkbox option.
Run Report
After adding all filters and filling in the data fields, click on Run Report to get the final report
Convert To Graphical Chart
You can convert the report into desired graphical charts by clicking on Covert to Graphical Chart.
Title the chart
Choose from different chart options
Select a Y Axis
Select Information to Summarize
Export
You can export reports by selecting Export and choosing the file type.
Map
Click on Map to get a map view
This view will display all case status' but can be adjusted to display only: Assigned (green pin), NOT Assigned (red pin) and Recovered At (blue pin) by clicking on the status you want to display.
Selecting and zooming in to one of the case status circles on the map will zoom you into that area and display the different colored map pins for the different case status options.
Open Saved Reports
All saved reports will be saved under Open Saved Reports. Click here to view a list of saved reports, date saved, and last run date.
Click on the gear and you can Run Report, Edit Report, Share Report, Delete Report and Add to Dashboard
Save
Click Save to Save Changes or Save as a New Report
Note: You can also add a saved report to your home screen dashboard
Show/Hide Options
This will collapse the Data Filters section of the page.
