Overview: Basics of Custom Reports

Athennian has functionality in the Reports section called Custom Reports that allows users to build and generate custom reports to capture the data needed and to export the reports to Excel! What this also means is that users can now filter through entities using multiple filters and choose the columns they would like to appear in the custom reports that they create.

Creating a Custom Report

1. Navigate to the Reports section

2. Click on the Custom Reports tile;

3. In the left panel, users will find the list of their saved reports - this is where users can reuse saved reports so as not to constantly recreate new reports with the exact same filters as previously created ones - Note: the left panel is collapsable by clicking the arrow at the top right of the panel. It is also easy to see the report being viewed as it is highlighted in blue in the report list on the left.
   
   

4. In the Report Name field, name the report about to be created

5. Notice at the top of the report it says Entities, Registrations, Addresses & Agents and  Tasks - Select Entities to generate a general report regarding the entities across the database, select Registrations to generate a report regarding the registrations of entities across the database,  select Addresses & Agents to generate a report regarding the addresses and agents of entities across the database or select Tasks to generate a report regarding tasks in entities across the database.

6. Filters in the Entities section include:
   • Entity status,
   • Entity type,
   • Entity creation date,
   • Client number,
   • etc.
7. Filters in the Registrations section include:
   • Jurisdiction - Country,
   • Jurisdiction - County,
   • Jurisdiction - Region,
   • Responsible office,
   • Bring forward date,
   • Address type,
   • etc.
8. Filters in the Addresses & Agents section include:
   • Email,
   • Phone number,
   • Address name,
   • Effective date,
   • Address type
   • etc.
9. Filters in the Tasks section include:
   • Assignee,
   • Creation date,
   • Status,
   • Priority,
   • etc.

Adding Filters to a Custom Report

Once a report has been created and named, filters can then be added to the report. These filters will help users narrow their search in the entities to be reported on. Follow the steps below to learn how to add filters to a custom report:

1. When a report is first created, the default filter will be the Entity Name filter with the word Contains after it;

2. Click on the Entity Name filter to open up the dropdown list of filters to choose from;

3. Select a filter from the dropdown list;

4. Click on the Contains field to open up the dropdown list and select your searching preference;

5. In the field to the right of Contains, click into it to open up the dropdown list - this is where users will find the list of subfilters to choose from pursuant to the first filter chosen;

6. Select a subfilter from the dropdown list;

7. Select + OR or + AND to add as many other filters/subfilters as needed;

8. Once all filtering preferences have been selected, click on the Run Report button - notice a table with a list of entities in the Results section.

   Note: from this section, users can click on the entity names to be redirected to the entity profiles. 
9. Click on the Action dropdown beside the Report name and select the Save button

Editing your Report Columns

In Athennian's Custom Reporting tool, the reports generated are fully customizable. This means that, in addition to being able to choose entity search filters, users also have the ability to choose which columns should be in the report! Here is the step-by-step on how to edit the columns:

1. Once the Run Report button is clicked on and the list of entities in the Results section is visible, click Edit Columns at the top right of the results to add desired columns to the table;

2. A new window will pop up prompting the user to check off the various column titles that can be added to the results - Note: in the Entity Details section, it pulls up only column titles relating generally to the entity, while the Compliance tab pulls up column titles relating to entity compliance information only- selections can be made from both tabs;

3. Navigate through the tabs and check off the desired boxes, and then select Apply Changes;

4. The additional columns in the Results table should now be visible after applying changes

5. To export the report, click on Export, to select either Export to XLSX or Export to CSV - both options will download a copy of the report onto the user's computer;

6. To save the report, click Action > Save at the top of the page next to the name of the report - the report will be saved and listed in the left panel of the Custom Reports section for future use

7. Toggle the Lock button to prevent other users from making changes to the report
   
   Video Instructions on Editing custom report columns