2.0 Reporting - Creating a New Report

Updated by Niki Budd

2.0 Reporting - Creating a New Report

Video Tutorial:

00:00: Hi this is Maggie from healthy roster and in this video I'm going to review how to create a new report in 2.0 00:08: Start by clicking the reporting tab on the left hand navigation 00:13: Now click add 00:16: Enter the title of the report 00:20: Add a description for the report 00:24: Choose your data source 00:28: Click ok to move on to editing the report 00:33: On this screen make the edits that you need for this report and please note that you can return to this page and make further edits if needed 00:42: Once you have added the report and the way that you'd like you can click save report at the very top or we have a save report at the very bottom as well 00:53: Now click run report in the top right hand corner 00:58: On the screen you will set your parameters such as date range organizations or teams finally click run 01:07: And now you know how to create a new report if you have any questions or need further support please reach out to us at help at healthyroster.com

Step-By-Step Tutorial:
  1. Select the Reporting tab
  2. Select Add
  3. Name your report
  4. Input a description the report, we suggest being explicit with what you detail in this section
  5. Select the Data Source you wish to pull from
  6. Select OK to add your report
  7. Next set up the reports configuration
  • Default Sort: This is how you'd like your data sorted
  • Sort Direction:
    • Ascending: In alphabetical order
    • Descending: In descending alphabetical order
  • Group By: This will group rows that have similar values
    • Example: Group by Organization will generate all your organizations as separate entities on the report.
  • Aggregate By: This allows you the ability to take your grouping (or rows) and apply a column sort to it as well 
    Note: aggregate by is used when you want to determine the value (Sum, average, minimum, maximum, or count)
  • Aggregation Function: This allows you to set the reporting value
  1. Now review the current columns and their visibility. To move a column, drag it to the desired location
  2. To change the parameters around a column, select the three dots to the right of the field and select Edit
  3. Edit the parameters for the field accordingly, and select OK when complete
Note: All of these fields allow you to enable or disable different column actions on the end report.

Visit: 2.0 Reporting - Tips & Tricks for help adjusting fields

  1. You can run or save the report once you're happy with your edits. By selecting Run, you can view the changes you've made and come back to edit the report if desired. By selecting Save, you are saving the adjustments to the report so you can run it with the adjustments you've made when returning to the report
    1. If you choose to Run the report, next set the parameters for the report and select Run
    2. Once your report is generated, you can continue to export (downward pointed arrow) or go back to editing the report (pencil icon)
    Note: if you wish to return to this report without having to recreate the settings, you will want to return to "edit" and then "save"

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