Compliance

Reporting

Updated on

Creating Reports using the Reporting Module

Reporting Access

Reporting Access

From the Navigation icon you can access the Reporting section and all of the associated modules available to report on

Report Options

Report Options

Click on the required reporting module to activate the report

Building the Report

Building the Report

As with the Search Builder, drill down within the records within the selected module to build the graph. Execute query when all your selections have been made.

Marked saved reports

Marked saved reports

Putting a check in the 'Marked' box will keep this search for 30 days. It will expire within this time if it is not re-saved.

Producing the graph

Producing the graph

Hitting 'Execute query' will produce your graph if your drill down criteria is valid in any of the entries in that module. You can changed the style of graph using the options at the top.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article How to use Search Builder
Next Article Export Data to Excel