The Reports page received a third round of enhancements on Tuesday, June 11. Here's what's new: 

• Shortcut to download report samples ⚡
• Email and Info options for Standard reports 🌟
• Output column sorting in the Custom Report Builder 🛠️

Our final round of updates is in the works and will include report previews in the custom report builder. Stay tuned!

Click here to download a PDF copy of these updates.

Click here to download a PDF summary of Phases 1 and 2.

FAQs

What new shortcuts are available on the Reports page?

Each report has a three-dot menu at the far right. Click the three dots to open a list of available shortcuts for that report.

• Info: Hover over this option to see the report Description.
• Edit: Open the custom report builder to make updates to the report (access required).
• Email Report: Run and email the report to specific email addresses or user roles.
• Download Sample Report: Download a CSV file to preview the output columns for the report.  
• Schedule Report: Open the report scheduler to set up automatic reports at a designated frequency. 
• Delete: Delete the custom report (access required).

How do I rearrange the columns on a custom report?

First, open the Custom Report Builder

• For a new custom report, click New Report
• To edit an existing custom report, click the three dots and select Edit

The first step in the Custom Report Builder will prompt you to select a Category and Data Set. Once these are selected, column headers associated with the Data Set will appear below.

By default, the columns will display on your report in the order they are selected. 

To reorder, click and drag the column headers, and drop them when your cursor is in the desired spot.