Adding and Editing Reports

This article outlines steps for building a basic report and then editing an existing report. This article includes the following topics:

• Adding a Report
• Editing a Report

IMPORTANT: Deleted reports CAN NOT be restored.

Adding a Report

1. From the Reports tab, be sure that My Reports is underlined.
2. Click Report Builder (NOTE: Email us at Support@setforth.com for more information if Report Builder does not appear).
3. The Report Builder window now opens. To create a new report, click Create a New Report.
   
4. Type a name for the report in the Report Title field.
5. Choose a Primary Report Object from the Primary Report Object dropdown menu, and then click Ok. A new page will open like the one shown below. The first field at the top left of the page (which is editable) reflects the Report Title that you assigned on the previous page.
   
6. Start by selecting a field from the Add Columns dropdown option.
7. Next, select a primary filter in the Group By dropdown menu.
8. Select a secondary filter in the Then By dropdown menu.
9. Next, select a report filter from the Report Filter dropdown menu. The selection you make will dynamically generate an Options field that matches the type of Report Filter you selected (see two examples below).
10. Click Add Filter if you have additional Report Filters to insert.
11. In the Options section of the page, if this report you create will be your default report from this point forward, click the checkbox next to My Default Report (see below).
12. Click in the field below Share Report With (see below) to select a person you want to share this report with (multiple selections are allowed).
     
13. When finished, review your selection and then click Save as New at the bottom of the page (see the image above).
14. To delete the report you just set up, click Delete.

IMPORTANT
Click "Save" to create a brand new report. If editing an existing report, click "Save". To make edits to an existing report, and save those results as a new report, click "Save as New" and enter a new report title.

Back to top

Editing a Report

1. From the Report tab, click Report Builder.
2. Click on a previously generated report. For this example, click on Test Report (see below).
3. The Report Builder page now opens the Test Report details page (see below).
4. Make any changes you wish to the filter dropdown menus on the left side of the page.
5. When you are finished making the edits you wish to make to this existing report, you have three options:
   1. Click Save to overwrite the existing report with your changes.
   2. Click Save as New to create a new report (prompts you to provide a new report title).
   3. Click Delete to delete this existing report and exit the Report Builder.

IMPORTANT: Deleted reports CAN NOT be restored.

Back to top

Article Version History: