Required System Role: Standard User
Required Team Role: Viewer
How to generate a Report
- Select Reports > Reports.
- The user interface has changed, but it shows all your historic Reports and Templates.
- Select 'Create Report', then choose the Report you would like to create.
- You can edit the name of the Report by selecting the edit symbol, typing and then selecting the tick to save.
- Select the Project(s) you would like to report on, and the Entity.
- Select 'Continue'.
- Use the report filter to refine the data you would like to pull, then select '+ New Search' (if don't enter any search parameters, all visible records will automatically be displayed).
- From here, you can add more filters, and select 'Refine Search'.
- You can also 'Sort By' by selecting the column heading. Note that the order that the records appear will be the order they will show on the report.
- If you want to run the report on only a few records, you can use the tick boxes to select what you would like to be included. Note that if any rows are ticked, all unticked rows will not be included in your report.
- Scroll down to the bottom of the page and select 'Continue'.
- You can edit the Report Fields by selecting the down arrow to open the dropdown options.
- Tick / untick each box based on whether you would like this on the report.
- You can also rearrange the order of these, by clicking and dragging the grip dots.
- Next, you can give this specific report a name, this will also be the name of the downloaded file.
- Select 'Generate Report'. (You can also save this as a Template for future use by selecting 'Save as Template').
- The Report will generate. You can close this pop-up window and continue using your system while the Report is generated in the background.
- When the Report is completed, you will receive a notification. You can download the file to save on your device.
Extra Tips
Quick Actions
You can select the three dots next to a Report for some quick actions. 
From here, you can clone the template, download the report, or delete the template. 
Historical Report Template
You can also go back into a previous Report to edit, then update the template if you want those changes to be saved.
Legacy Report View
If you would like to go back to the Legacy Report look, you can select 'Legacy Reports' which will take you back to this view
Report Information
Individual Report walkthroughs, coming soon!
Created: 04/08/2025
Last Modified: 04/08/2025