Application list reports overview

You can find the report builder under Reporting > Report builder from the navigation. Please note this is a custom role and may only be enabled for some users by administrators of the system.

In the video below we walk you through

• Creating a report from a template.

• Creating a new report.

• Adding custom report columns.

• Ordering the columns.

• Report date options.

• Adding filters to reports to get the data you need.

• Downloading reports to excel.

• Printing reports.

• Updating reports.

• Saving reports.

• Filtering reports after being saved without saving them.

• Restricting reports so they are only visible to certain users or custom roles.

• Saving reports to the navigation under the application or reports side by menu option.