how do I create a new report?

STEP 1: Click on the Reporting link.

From the homepage, click on the Reporting link., then select your institution.  (Figure 1)

Figure 1: Reporting tab.

Figure 1: Reporting tab.

STEP 2: Select Institution-Level Reporting. (Figure 3)

Figure 2: Institution-Level Reporting

Figure 2: Institution-Level Reporting

STEP 3: Select charges, events, requests, or custom forms report. (Figure 2)

Figure 3: Select charges, events, requests, or custom forms report.

Figure 3: Select charges, events, requests, or custom forms report.

STEP 4: Click on Build New button. (Figure 4)

Figure 4: Build New button.

Figure 4: Build New button.

STEP 5: Select a date range. (Figure 5)

Figure 5: Select a date range.

Figure 5: Select a date range.

STEP 6: Select a date field. (Figure 6)

Figure 6: Select a date.

Figure 6: Select a date.

STEP 7: Customize display. (Figure 7)

Figure 7: Customize your display.

Figure 7: Customize your display.

Options include:

  • Chart type

  • Group by

  • Value to report on

  • Display data by

  • Also group by

  • No charge as $0 (y/n)

  • Include taxes (y/n)

  • Convert pie to bar if any values are negative (y/n) 

Each of these fields can be completed by clicking the drop-down arrow to view and select the options.

 To add new data, click Add a new chart or table. (Figure 7)

Figure 7: Add a new chart or table

Figure 7: Add a new chart or table

STEP 8: Click Apply to apply any changes made, if applicable. (Figure 8)

Figure 8: Click Apply.

Figure 8: Click Apply.

STEP 9: Run report. (Figure 9)

Figure 9: Run report.

Figure 9: Run report.

Your report now displays. There are several actions you may take on the report (Figure 10):
 

Figure 10: Actions on a report.

Figure 10: Actions on a report.

  • Save: Save your report to the location of your choice.

  • Share: Share with certain roles. (NOTE: You must save first.)

  • Email: You may email this report to addresses you enter.

  • Export: You may export your report to several different formats.

  • Print preview: View how your report will look when printed, and print if you choose.

 


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