Report Builder Basics

Creating a Report

  • There are three types of reports that can be created from the Report Builder – Standard, Custom Field, and Integration API reports. The type of report is selected upon creation, or can be adjusted within the report itself.
    • Standard: Reports that can be run from the Reports tab, as well as Report Link custom fields.
    • Custom Field: Specialized reports to be tied to the Report Link custom field. Gives access to the parent object data in the report.
    • Integration API: Used to access the system from a third party API call.
Create A Report
Create A Report

Query Tab

Query Tab
Query Tab
  • What is the report about?
    • Report type – Select between Standard, Custom Field, or Integration API.
    • Query Type – Choose between Tasks, Assets, Documents, Contacts, Users, or Teams
      • Specific type – If the query type is a task, asset, or document, you can narrow by type
  • Filter Results by Time
    • Set time zone – Default is the workspace timezone, or it can be changed here
    • Filter by time – Filter by date created, date last updated, or in the case of tasks, date scheduled
  • Limit Results
    • Row limit – only show the amounts of rows specified here
    • Filter by team
    • Filter by user
    • Visible to specific teams – Only display this report for the teams listed here. Shown to all teams by default.
  • Columns Displayed  – Each field selected here will create a new column in the report
    • Standard fields – Fields available on every object, such as name, date created, date last updated, etc.
    • Custom fields – The custom fields for each object. If a task, asset or document, the list here will update when a specific type is selected

Match Tab

Match Tab
Match Tab
  • Custom Filters – The report will only show results that fit these filters
    • Connection – Select between And or Or
    • Property – This list is generated from the selected fields on the Query tab
    • Operator – Equals, does not equal, less than, greater than, etc
    • Value – Choose one or the other
      • Fixed value – A value typed in here by the user
      • Input value – Link this value to a dynamic input. The input must be created before an input value can be assigned.
  • Dynamic report inputs – These inputs will appear on the report tab.
    • Type: Text, Number, Date, Date Range, Check List, Document Type List, Asset Type List, Task Type List
    • Key – Assign a key to the input
    • Label – The label that will appear next to the input
    • Prompt – What will appear within the input (Text and Number only)

Related Data Tab

Add Related Data Tab
Add Related Data Tab
  • Show additional data – Can add multiple types of related objects
    • Type of object- Will show related objects of the type chosen
      • Specific type – if Task, Asset or Document the type included can be specified
  • Additional columns displayed
    • For each object chosen, a list of their available fields will be shown
    • If the object is a task, asset or document, you can also specify the object type

Grouping Tab

Group-By Tab
Group Data Tab
  • Group by
    • This will collapse all rows that have the same value in the selected column into the same row. Only data that is consistent across all rows is shown.
      • For example, if the group by column is task type, one row would be shown for each task type, even if there are many tasks of each type.
  • Group by time
    • If the group by type is a date, you can narrow down the time to minute, hour, day, month, year
      • For example, say you have two tasks created on 2/02/18, one at 10:00am and one at 11:45am. If you group by day, these tasks will be condensed to the same row. But if you group by hour, they will be on separate rows.

Sort Tab

Sort Tab
Sort Tab
  • Column display
    • Order – Drag and drop to specify order of columns
    • Label – Label can be updated by clicking on the row and updating the text
    • Column widths
      • If Set Column Widths is selected, each column can be given a width
      • Choose between percentage and pixel
      • If percentage, the total needs to add up to 100%
  • Date format
    • Choose between the default DD/MM/YYYY or YYYY/MM/DD
  • Sort order
    • The sorts will be applied in the order selected
    • Can apply ascending or descending sorts

Chart Tab

Chart Tab
Chart Tab
  • Type of chart
    • Bar – Horizontal bars
    • Column – Vertical bars
    • Line – Points connected by a line
    • Pie – Shows count of a single column as wedges
    • 3D Pie – Same as pie, but in 3D wedges
  • X-Axis
  • X-Axis label
  • Y-Axis label
  • Data plotted
    • Column
    • Label
  • Chart name – Displayed at the top of the chart
  • Chart subtitle – Smaller label displayed under the name

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