Creating a User Generated Report
To create a report, go to the admin menu (settings cod) and select Reports. On the 'Reports' menu to the left of the page, select Manage user reports followed by Create report:
You will then be taken to the below screen where you can select from the templates which report you would like to run, you can filter the templates at the left of the page under 'Report sources':
Once you have selected the report, click 'Create and edit'.
The following page will then appear:
From here, you can configure the report using the following tabs:
- Columns tab - select which columns of data will be available
- Filters tab - select which filters the user can use to search within the report
- Content tab - select record restrictions that apply when viewing the report
- Access tab - select which users are given access to the report
- Performance tab - select how the report is displayed on the site and via export
- Graphs tab - select which type of graph to show alongside the report. To get numerical data, under the Columns tab you are required to change the column to aggregate.
You can select 'View' at any time to see the report as you are creating it.
Customising Embedded Reports
Embedded reports can be managed by site administrators and any users who have been given permission to do so.
To customise an embedded report, go to the admin menu (settings cog) and select Reports. On the dropdown menu select Manage embedded reports:
Here you can edit the current report by clicking on the cog next to the relevant report:
As the embedded reports are live reports on the system, it is good practice to copy the report before editing.
To do this, on the Manage embedded reports page, select the Clone button next to the cog.