--- title: "Create and Configure Reports" slug: "create-and-configure-reports-1" updated: 2026-04-27T12:51:02Z published: 2026-04-30T10:00:01Z canonical: "documentation.encodify.com/create-and-configure-reports-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt > Use this file to discover all available pages before exploring further. # 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*![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2026-02-05 160756.png) 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*. ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2026-02-05 160824.png) 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. > [!WARNING] > **Note!**Modules that are not available for selection for report generation are: Briefing, AdBuilder, Discussion groups and Links. ![General settings interface for report creation with module options and template name input.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2026-02-05 163251.png) *Report configuration — modules selection* 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: **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. ![Export settings for report templates, projects, and generated reports with log information options.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2026-02-05 163443.png) *Include the log information in the report* - download log - change log - workflow log - workflow - comments - general comments 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. ![Options to select report format and enter batch ID for projects are displayed.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2026-02-05 163708.png) 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. > [!WARNING] > **Note!**When generating reports with large amount of data, please take into account that .xls format files have limitation of 64000 lines. XLSX files do not have such limitation, but when generating reports with large amount of data, the worker should be started with large volume of memory. ## 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} | ![Reporting.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/reporting.png) Now, in the Get Report window, you will have the possibility to enter the filtering value: ![Reporting2.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/reporting2.png) 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. > [!WARNING] > **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.*