Reports

This section outlines the Reports module including running reports.

Overview

The Reporting system provides pre-built reports with filters for exporting data, generally downloadable in comma separated (CSV) format. They provide a more detailed and flexible alternative to working with registers and datagrids.

The Reports module uses a snapshot system, enabling users to see previous runs configured with their original filters. Reports are run as a scheduled process so that they don't affect overall performance of the system.

Access

Reports is available via the main menu.

The module is typically available only to Coordinator and System Administrator positions. It can be configured for access by other users by a System Administator through a security policy.

If your account doesn't have access to this module and you need to use it, contact your System Administrator.

View of the Reports module

Finding Reports

Your system will typically have more than 50 built-in reports and may include some configured specifically for your organisation's needs.

Reports are grouped by theme and listed alphabetically by theme.

To find a specific report, you can type a keyword into the 'Search Reports' field located at the top of the Reports screen. Reports will be automatically filtered by the keyword as you type.

Searching for reports by keyword 'cost'

Working With Reports

The following sections outline how to run the built-in reports.

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