New custom report [in-depth guide]
Guide contents: Navigation | Add a report | Edit view | Layout | Filters | Settings | Save changes | Finished report | Advanced features | Resources
NOTE: This feature requires that you have the necessary security rights to be able to access custom report datasets and modify reports.
Navigation
Navigate to Menu > Everyone > Report center, then click on the + New custom report button.
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Add a report
Choose a dataset by its name and description. You can enter a keyword in the search box to find what you need.
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NOTE: The following example steps use the Time detail data custom report dataset.
Edit view
This will bring up the Edit view of the custom report.
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Layout
Under the Layout section of the Report edit screen, click the + Group and + Column to add the fields to your report.
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Filters
Click on the Filters tab and then click on + Add a new filter.
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In this example, we will use date worked with the condition of 'between', so that we get a date range selection in the final report.
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NOTE: Blank field values are treated as null values, so this will require an additional condition in the filter when searching for records where the search field can be blank or contain a value. Please contact support@workamajig.com if you need further assistance with filters.
Settings
Verify your report settings here, such as the report name. When the report is first created, it will always be set to 'private'
To make the report available to others, uncheck Private > This will display a Visible to +
Click on the + icon: you will be able to grant access to Security groups and people
Your selections will be displayed
To remove access, click on the Red trashcan icon along the right side.
Save changes
When done, click on Save changes / Memorize at the top of the Edit view page.
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The finished report
Once saved, you will then see the finished product. Enter your search criteria and click Search.
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NOTES:
- By default, custom reports will be located in the Other folder of the report center.
- The reports can be made to automatically "Run when this view is opened" from Settings.
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- For additional changes, simply click on Edit from the top of the report. Make your changes in the Edit view screen, then click Apply changes. Test your changes. If all is good, then click Memorize from the report to save your changes.
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- You can copy an existing report by clicking Edit, More, or Copy This View.
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Advanced features
For more in-depth detail of the reporting features, please see the Advanced reporting features [in-depth guide].