OVERVIEW
This article details instructions on how to create a tabulated report in Lighthouse
Note: Every user in Lighthouse can create their own reports in Lighthouse. However, for users to be able to view report data, they must have the appropriate reporting permissions. Permissions can be managed in the ‘Reporting Permissions’ tab in Lighthouse.
INSTRUCTIONS
1. Log in to your Lighthouse instance.
2. In the top menu bar, select ‘Reports’.
3. Then select ‘Report Builder’.
4. In the top right corner, select the blue button titled ‘Create New Report’.
5. Under the heading ‘Data’, select the data set (module) you are looking to report on i.e. Gifts and Benefits.
6. Select the blue ‘Create’ button.
7. The shell of the report is now created. A new pop-up screen will appear titled ‘Select Report Fields’, showcasing a variety of fields you can report on. Select the fields that you require. Some standard fields you could select include:
- Status: The status of the item i.e. completed, deleted, pending etc.
- Submitted Date: The date when the item was submitted.
- Submitted By: Details of the person who submitted the item.
Some fields include ‘meta data’ that lets you display more specific or useful information. For example, instead of using the default ‘Submitted Date’, you can choose options like ‘Submitted – Calendar Year’ to show just the year, or ‘Submitted – Days Ago’ to show how many days ago the submission occurred.
By default, inactive fields are not included. To include them, tick the ‘Include Inactive’ box. These fields only show historical data recorded before the fields were deactivated.
Note: if you’re experiencing difficulty locating a specific field to add to your report, you will have to refer to the backend of the module configuration. The label given for the question (in the backend) is what you need to be searching for in your report builder. For further assistance, please contact helpdesk@torque.software and they will be able to assist with locating specific fields.
8. Once you have selected the required fields, ensure the button ‘Add to report’ is selected.
9. Click the blue ‘Update Report’ button.
Note: if you would like to add additional fields to the report at a later stage, simply go to the ‘Actions’ menu in the report and select ‘Select Fields’ then add the additional fields you require.
HOW TO SAVE YOUR REPORT (Register)
1. To save your report, click the ‘Actions’ button in the top right corner.
2. From the drop-down menu, select ‘Save As’.
3. A new pop-up menu will appear. Type in the name you would like to give this report.
4. Press the blue ‘Save’ button.
This report is now automatically pinned to your ‘Available Reports’ menu which can be located under ‘Reports’ > ‘Report Builder’.
EDITING YOUR REPORT INFORMATION
1. Locate the report you would like to edit and click the ‘Actions’ menu in the top right corner.
2. Select ‘Edit Report Info’.
- Category = Add a category (e.g. Credit Card Reports) if it’s part of your suite of credit card reports.
- Name = The name you have previously given your report will show here, you can update it if needed.
- Description = Give your report a description i.e. what it does/shows.
3. Click the ‘x’ icon once you have completed your edits.
MODIFYING THE REPORT LAYOUT
1. With any report, you can modify the order of the columns by ‘dragging and dropping’ the column headings into their preferred order.
2. You can also adjust the width of the columns by selecting the upper right-hand side of the respective column and dragging it to the left or right.
3. If you make any changes, please ensure you save your change by selecting ‘Actions’ > ‘Save’.
FILTERING THE REPORT COLUMNS
1. Click the funnel icon on the column you are wanting to filter data.
2. A pop-up menu will then appear.
3. Select the field/s of data you would like to sort by.
4. Click ‘OK’
5. To ensure the above changes have been saved, you can select ‘Actions’ > ‘Save’.
UPDATING COLUMN NAMES
1. Click the ‘Actions’ menu in the top right corner.
2. Select ‘Manage Column Names’.
3. Select the ‘+‘ icon to create a new column name.
- Column Name = Select the column you would like to update.
- Heading = Enter the new column header name.
4. Click the Save Button to save the changes.
5. If you make any changes, please ensure you save your change by selecting ‘Actions’ > ‘Save’.
If you have any issues navigating Tabulated Reports, feel free to contact us at helpdesk@lighthousegrc.software