ADMIN RESOURCE: Manage Reports

Kayla OheTEST
Kayla OheTEST Member [Pro], Administrator Posts: 13
in Ascender Plus Support (Sandbox)

If you have admin permissions to manage reports, you'll be able to do so via the Reports page. From this page you can edit and view progress reports. This functionality is still under development, so are additional features are being rolled out over the coming months.

image.png

Navigate to the Reports Page

The Reporting page is where you’ll go to pull reports. To get there:

  1. Select the Profile and Account Settings icon in the top right menu.
  2. Select Reports.

Note: Only those granted Company Wide (Reporting) permissions will have access to this tab. Available permissions within this tab will vary by role.

Run a Progress Report

The Progress Report offers a lot of flexibility to set it up as you like. Here’s our suggested setups based on the type of content.

Here’s a list of some of the available functionality:

  • Search — This searches all of the report fields, filters to show any row with a relevant result, and highlights the relevant result text.
  • Fields list (hamburger icon) — Contains a drop-down list of fields that you can decide to show or hide in the report table.
  • Column Headers — Click on a column header to sort rows by that column. Select the filter icon on a column header to filter by value or condition. If you want to filter and group by the same column, apply the filter first before setting it as a group.
  • Groups — Click on a column header and then drag and drop it in the Groups section above the column headers. You can create several layers of grouping. You can also click on a group in this section to sort by that group. Once a column is changed to a group, you can expand/collapse that group in the report table.
  • Freeze/Unfreeze Columns — Right-click on a cell in the report to be given the option to freeze the column that cell is in. Right-click on any cell in the report to unfreeze columns.
  • Export — Right-click on any cell in the report and select Export → to CSV or To Excel. This will export the currently filtered view. Note: The Export button at the top right of the page is coming in a future release (2023 Q4) for quicker export.

Run a Responses Report

Coming 2023 Q4

Manage Saved Views

Coming 2023 Q4

Categories