Report Builder

The Report Builder allows users to create custom reports by selecting data sources, filtering fields, and configuring formatting and permissions. 

Navigate to the Reports page by selecting the Reports tab in the main navigation menu. (Note: The tab name and access permissions may be customized depending on your system configuration.) Then click the Reports Builder.

The report creation process consists of four steps:

Define Report Basics

This is where you define the foundational elements of the report.

• Report Name: The name that will appear in the Reports list.
  
  

• Report Description: A short description appears below the report name in the list view.
  
  

• Report Tags: List any tags you want applied to the report for categorization or search purposes.
  
  

• What would you like to report on?
  Select the report type. Available options include:

  • Document Report: provides details about files stored in the system.

  • Form Report: captures and displays data collected through Screendragon forms.

  • Project Report: provides insights into project-level data.

  • Task Report: focuses on task-level information within projects.

  • User Report: provides data on system users and their activity.

  • Workflow Report: tracks activity within workflows.

Sub Category 

Select one or more forms (or other applicable items) to include in the report.

Report Columns 

Choose the data columns (headings) that should be included in your report.

Filter Columns:

• Standard: Includes default fields relevant to the selected report type (e.g., Form ID#, Name, Description).
  
  

• Meta-data: Displays custom fields associated with the selected report type (e.g., all form fields).
  
  

• Associated Data: Allows cross-reporting from related data types. For example, a Form Report can include user metadata if users are linked by name.

  
  

  Next Step: Click to proceed to the next step in the builder.

Configure Columns, Filters, and Formatting

In this step, you define the appearance and logic of the report.

Column Label: Here, you can rename the column heading as it will appear in the final report.

Order: Drag and drop columns to reorder them using the handle icon (four dots).

Filters: Use these fields to apply filters to your report:

1. Display Column – Click the checkbox to control which data fields appear as visible columns in the generated report.
   

2. Enable Filter – Check this box to activate filtering for the field.

3. Display Prompt – Allows the user to enter a filter value each time the report is run.
   

4. Mandatory – Requires the user to input a value before the report can run.
   

5. Run as Current User – Runs the report with the currently logged-in user as the filter value.

6. Use the green “+” icon to add multiple filter conditions on a single field, using AND/OR logic.

Available Filter Logic

When building your report, filters allow you to narrow down results by applying conditions to your selected fields. Screendragon provides multiple types of filter logic depending on the data type of the field being used.

• Date-Based: Before / After / On or After / On or Before

• Numeric: Equals / Less Than / Greater Than / ≤ / ≥

• Text: Contains / Matches / Starts With / Ends With

• Boolean: Is / Is Not

• Inclusion: Does / Does Not

Formatting

Apply formatting options for results, including:

Add Calculation

• Date Formatting – Choose from available date display options.

Sort Order

• Order – Select one or more fields to define the sort priority.

• Type – Choose the sort direction: Ascending, Descending, or Unsorted.

Column Width

Set the width of each column. Smaller numbers result in narrower columns.

Settings

• Display Column – Toggle whether a column is visible in the results (on by default).

• Display Link – Adds clickable links to values where applicable.

• Filter Toggle – Filters the field list to only show columns with filters enabled.

• Profile META Match Filter – allows you to filter report results based on metadata values stored in user profiles. 

Click Next Step to proceed or click Prev Step to return to the previous page.

Report Permissions & Templates

Configure access and optional templates.

• Report Permissions
  Assign user/group access:

  • View Access – Can run the report.

  • Edit Access – Can run and clone the report.

  • Admin Access – Full access, including editing, sharing, and deleting.

• Template Files
  Upload a custom Excel file with preferred formatting for the exported report. Click Browse Files to upload.

Click Next Step to proceed or click Prev Step to return to the previous page.

Preview & Finalize

1. Click Generate Preview to finalize report settings and review output.

   
   
   

2. A sample of the data returns based on the current configuration. Navigate to previous steps if you need to make adjustments. 
   
   
3. Click Queue Report to send the full report output to your email.
   
   
4. Click Save to add the report to the Reports list.
   
   
5. Click Exit Builder to cancel the report creation and exit the builder. Be cautious as you will lose any unsaved data if you exit before you save.