Experience a robust visual upgrade and improved code quality with the updated Reports interface, designed to streamline how users build, view, and schedule reports.
Overview
The updated Reports area features a cleaner design and enhanced functionality, including a collapsible report builder for a wider view of trend results and improved filtering capabilities. While the visual format has changed to improve display and code robustness, all core functionalities remain accessible.
Availability: All customers.
Key Interface Changes
To help navigate the new design, review the following changes between the previous and updated views:
Combined Tabs and Filters: Tabs are removed and are now all collapsed and consolidated into one drop-down to make report building more streamlined and less disjointed
+ New button (located at the top left) is now used to initiate report creation
Report Sources checkboxes allow selection of Entities or People (visible only if People features are enabled)
Apply Filter button (located below the filters) replaces the previous Run Report function
Actions dropdown now consolidates all management tasks: Export, Generate, Schedule, Move, Copy, and Delete
Save button is now a standalone option, replacing Actions > Save/Update
Report Details Filters and the Side left panel now feature expand and collapse controls using the Arrow and Burger Menu icons, respectively
Edit Columns now features a search bar and displays a unified, uncategorized list of fields
Access the New Report View
To utilize the updated design, users must enable the new view within the application.
Navigate to Reports
Locate the New Experience toggle switch at the top right of the screen
Toggle the switch On to enter the new report view
Manage the Side Panel and Folders
The side panel houses folders, saved reports, and scheduled reports. It can be collapsed to provide more screen space for viewing data.
Click the Burger Menu to expand the side panel
View Folders, All Saved Reports, and Scheduled Reports
Use the filter options to Sort By: Name or Date
Search using the search bar to locate a specific folder or report
Click + New and select Folder to create a new folder or Report to create a new report
Click the Burger Menu again to collapse the panel for a wider view
Build and Filter Reports
The report builder allows for precise filtering across Entities or People data.
Select + New in the top left corner of the page and click Report to start a fresh report, or select a saved report from the side panel
Choose between Entity or People report types
Define Filters by selecting fields from the dropdown menu (e.g., Name, Status)
Use the checkbox to include or exclude specific filter criteria
Click Apply filter to run the search and view results
Collapse individual filter sections by clicking on the arrow to save space within the builder
Customize Columns and Data
Users can expand details, group data, and select specific columns to display relevant information.
Select Edit Columns to modify the displayed data
In the Edit Columns modal, select any Standard and/or Custom Fields to add as columns within the report
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Scroll to the Data Columns section to add extra columns with Entity Affiliation data
Select Source (Entity or Registration)
Select Role (Responsible, Director, Officer, Contact or Agent)
Select Type
Under Selected Columns, drag and drop the selected columns to arrange display order
Select Group By (Entity Name, Registration Type or Registration Type Affiliation Role) to organize the data rows by specific categories if desired
Click Apply to update the report view with the selected columns
Export, Schedule, and Manage Reports
Once a report is generated, various actions such as bulk editing, exporting, and scheduling are available.
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Access the Bulk Editor to modify Entity fields directly within the report (if enabled in the environment)
Refer to the dedicated article for detailed instructions: Bulk Edit Fields using Reports (Administrators Only)
Use the Locked/Unlocked toggle to Lock or Unlock the report to control modification rights
Click Cancel to clear returned results
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Use the Actions dropdown to access the available options:
Select Export to Excel or Export a CSV to download data
Select Move Report to move the report to a specific folder
Select Copy Report to make a copy of the report
Click Delete Report to delete the report permanently
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Click Schedule to set up email delivery (if enabled in the environment)
Refer to the dedicated article for detailed instructions: Schedule Reports