Report Builder: Step 1

Report Basics

TABLE OF CONTENTS

• Report Basics
• Define Report Basics
• Sub Category 
• Report Columns 

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. Click here for information on Report Tags. 
  
  

• 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). Click here for information on Metadata in Screendragon reporting.
  
  

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

• Click the Next Step button to proceed.
  

  
  

Next Step: Click here for details on step 2 of the Report Builder