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User Configured Reports

  • Updated

Table of Contents

 

Navigation

Begin by navigating to Reports and select User Configured Reports from the left-hand navigation menu.

 

User Configured Reports - Query

The Query tab on this page contains the following.

  1. Use Table Columns to choose the data elements for your report.
  2. Use Sort to organize data presented in the report.
  3. Use Filter to refine the report for specific information.
  4. Use Group to aggregate data presented in the report.
  5. Use Report to run a report.
  6. Use Save to preserve your work throughout the configuration process.

 

User Configured Reports - Saved Queries

When you save your query, you can save it to one of the following.

  • Save to Member Saved Queries to share with other brands or individuals within your parent account that have access to User Configurated Reports.
  • Save to Your Saved Queries. This restricts reports so they are only accessible by you.

 

Configuring a Report

To configure a report, navigate to the Query tab:

  1. Select the Query Type that you want to base your report on. 
    • Options include Assessment and Scheduling.
  2. Query Object populates depending on the Query Type.
  3. In this example, I selected the Assessment for the Query Type and Factory Information and Private Information for the Query Objects.
  4. The Query Objects populate the options under Columns Available.
    • Note: The red text in the table should not be shared with factory, external organizations, or other brand logins. (ex: Private Information.Private Info Custom Data 11)

Select from the options under Columns Available to add the data elements to your report. These will be the columns listed in your report, where you can narrow your results using the filter tab.

To add the options to your report, highlight and click the arrow to move from Columns Available to Columns Added. Use the Ctrl key to select multiple options and move them in bulk.

 

Example

In this example we’ll create a report of all active factories listed in the database.

  1. In the Table Columns tab under Columns Added, the following have been added in order to filter on Active account statuses.
    • Factory Information.Account ID
    • Factory Information.Account Name
    • Factory Information.Account Type
    • Private Information.Factory/Organization Status
  2. Selecting columns from the Query Type and Query Object is laying the foundation of the report. In Step 1, columns for account status and account type were selected to lay the foundation of the report.
  3. Next, select the Sort tab to optionally select a sort order.
    • Click Add a Column
    • Click the Column drop down and select a column value
    • Click the up and down arrow to change whether the data is ascending or descending.
  4. Click the Filter tab to further refine your report. Select Add a Filter.

Under Filter Details:

  • Column: Select the column that you wish to filter from
  • Value: Select between Specific Value and Other Data Column.
  • Operator: Select the Operator
  • Filter Name: Enter your value. You must enter at least three characters for a list of options to appear.
  • Click Save

Your filter options are displayed in the table.

Note: 

  • Make sure to select the save icon to save your progress as you build out the report.
  • Reports can only be run in three-year increments. This is a default setting.

Next, run the report under the Report tab.

  1. Select Report
  2. Select Run Report
  3. Select the Excel icon to export, followed by the Save icon to save your progress.

To favorite your report and display it on your dashboard:

  1. Click the tab where you saved the query, either under Member Saved Queries or Your Saved Queries.
  2. Select the star to favorite this report
  3. The report will display on your dashboard

Once you have saved a report to Member Saved Queries, users can also control access on a report by report and user role basis. Please note that access to the Options controls is defined in Security under User Roles.

  1. Click the options icon to provide or restrict access by user role.
  2. Click on the Access Status dropdown to change the access status for the Security Role.
  3. Toggle the Associated Flag to Yes to restrict users access to only the parent account and those associated accounts to their role.
  4. Toggle Favorite to Yes so that the report shows up on the user dashboard.

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