This Quick Guide to building reports is designed as a one-page reference for Super Users to build reports.
- Getting Started
- Identify the fields required in your report. For example, Gender of Applicants by Role Type.
- Select Create and then Report.
- Enable Ad Hoc and select the relevant view (see details in this guide for more information).
- Data Step
- Add fields. From the data fields available, drag the relevant data onto the canvas/into the Column box, or into the Column and Row boxes for cross tab reports.
- Format fields. To apply an aggregation/calculation against a field (e.g. sum, average or count), click the arrow against that field and choose your aggregation. You can also sort, format, apply and advanced function group data or apply column totals on the same menu.
- Add filters. Drag in relevant fields to be filters. For example, application status (if you’re only interested in submitted applications).
- Edit filters. Click the arrow against each filter field and choose its operand (e.g. equals, in list) and whether it is user prompt or a set value. To edit all filters at once, or access advanced settings, click Advanced Settings.
- Add sections. Drag any fields required to section the report to Sections.
- Charts Step (optional)
- Select Charts in the top menu. Or, if you don’t require a chart, go straight to Output.
- To generate an autochart, drag the fields from your report into the Vertical, Horizontal Access, Colour and/or Size fields.
- To create a specific chart type, click the pie icon on the far right of the screen and choose your chart type. Drag the relevant fields into the Axis, Colour and/or Size components that appear.
- Edit any chart settings using the top menu, then go to Output.
- Output Step
- Review the structure of your report.
- Save and export or setup broadcast rules.
For more detailed instructions on how to create reports, please refer to the other pages in this guide.
