how do I create a new report?
STEP 1: Access the Reporting tab.
From the institution’s homepage, click on the Reporting tab. (Figure 1)
STEP 2: Select charges, events, requests, or custom forms report. (Figure 2)
STEP 3: Click on Build New button. (Figure 3)
STEP 4: Select a date range. (Figure 4)
STEP 5: Select a date field. (Figure 5)
STEP 6: Customize display. (Figure 6)
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)
STEP 7: Click Apply to apply any changes made, if applicable. (Figure 8)
STEP 8: Run report. (Figure 9)
Your report now displays. There are several actions you may take on the report (Figure 10):
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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