Create and Configure Reports

After reporting functionality has been activated and set up in the Apps Library, the user can proceed with creating the reports, specifying filtering criteria for data extraction and generating the report.

As soon as the report item is created, the Reporting button appears on the item info toolbar and the item’s action menu.

To proceed with the report configuration that includes the following:

• Selection of modules, from which data for the report will be extracted

• Selection of module fields that will be displayed in the generated report

• Specifying filtering criteria for the module fields, which will result in the exact data extraction needed
  

General Settings & Export

In order to select modules for the report, perform the following steps:

1. Check the menu of the created report item.

2. Check the Reporting Tool options.

3. In the dropdown that opens, click Edit Report.

   

4. In the Edit Report window, on the General Settings tab, the list of all the modules available on the site will be displayed with the check boxes next to each. By selecting the check boxes, you specify from which modules the data will be taken for the report, and the system adds them as tabs in the left pane of the window for entering filtering criteria.
   

   Note! Modules that are not available for selection for report generation are: Briefing, AdBuilder, Discussion groups and Links.

   

5. Move to the Export tab. The list of module fields that corresponds to the selection of modules on the General Settings tab will be displayed. By selecting the check boxes next to module fields, the user specifies from which fields the data will be taken for the report.

   The user can also include log information in the report by selecting the corresponding check boxes in the Include Log Information section. Log information includes:

   • download log

   • change log

   • workflow log

   • workflow

   • comments

   • general comments
     

   Note! Log information check boxes are available for selection only when logging is enabled for the module itself. Otherwise, the Include Log Information section will be unavailable.
   

   

6. If you want all the data from the specified modules and module fields to be extracted to the report, click Save Template to save report settings.

7. Click Download Report to generate the report according to your configuration.

8. In the Get Report window, select the format of the generated report.
   

   

9. Click Download Report to generate and download the report. In the standard pop-up window, you can select whether to save the generated file to some directory on your computer or open the report in Excel.

10. In the generated Excel file, data from different modules are displayed on different tabs. If you included log information in your report, corresponding tabs with a log info prefix will follow the tab with main module data.

Filtering the report data

If you want only the exact data to extract for the report, you can specify filtering criteria for the module field. To set filters for the reports, perform the following steps:

1. Select the report item and click Info.

2. Click the Edit Report button.

3. In the Edit Report window, click the tab with the module name for which you want to set a filter.

4. In the Filter section, in the right pane, click the Add Criteria button. A new criterion entry will be added.

5. Click the Name drop-down list — the list of all fields available in the selected module will be shown. Every field type has its own filters. The list of field types and the corresponding filters is listed in the table below.

   Field type	Filter
   Text fields	Contains Does not contain Begins with Ends with Is equal to
   Numeric fields	Is equal to Is greater than Is less than
   Optioned fields	Is equal to Is not
   Module links	Is equal to Is not
   Date fields	Next/Previous {number} days, weeks, months, years Period selector: Today Yesterday Tomorrow Last/This/Next: Week Month Quarter Year

   
   It is possible to configure a filter by a field value that is not predefined in filter settings, but can be specified just before the Report generation. It is also used in Batch Actions for generating the Report link with filtering.
   

   To configure this, specify the key placeholder {filterValue} as a filtering value. For example

   Field	Filter	Value
   Campaign	Contains	{filterValue}

   
   
   Now, in the Get Report window, you will have the possibility to enter the filtering value:
   
   

6. You can add as many criteria as you need for each separate module to retrieve only the exact data for the report.

7. The preview of the generated report according to the filtering criteria is available on the Preview tab.
   

   Note! Report preview functionality is only available if you have devMode=true in your System.properties files.

8. After you have selected all the modules to extract data from and specified all the filtering criteria to limit the amount of data retrieved, click Save Template to save the template configuration.

9. Click Get Report to generate the configured report.

10. Select the format of the generated report (.xls or .xlsx) and click Download Report.

Known limitation: dates in downloaded .xls and .xlsx formats won’t be shown in human readable format in the Numbers app for Mac OS.