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Creating a Report

You can create a new report by clicking the blue Create New Report button in the top right.

Create Report

Select the type of report from the drop-down menu. The type of report you want to select depends on the type of data you want to view.

In the Details section, fill out the name and, if you’d like to, put a description to describe the report you are making. The responsible user for the report will be yourself by default, but you can change this. You can also use the Visible to field to select users and roles that will be able to view and run this report.

Create Report

Next, under Settings & Filters, add some columns that will be pulled into the report. These columns are the fields on the pages.

If you would like them ordered or grouped by a particular field, you will be able to do so with the Order By and Group By drop-down menus.

Create Report

You can filter for specific things such as words, dates, IDs, or names by using the Add Filter button down the bottom.

Create Report

Create Report

Click Submit to save.

Running a Report

To run the report, click Run Now.

Create Report