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How to Create a Custom Report
How to Create a Custom Report
Seth From OpenGov avatar
Written by Seth From OpenGov
Updated over a week ago

In addition to having default reports, you can also create custom reports in the "Explore" tab

• To begin creating a custom report, simply click the '+' button. Note: if you hover your mouse over the '+' button, it will show a prompt for "New Report" as seen below:

• Once you have clicked on the "New Report" feature, you will want to name your report, select the type of report, and which departmental data you would like to see.  You can also select which department the records will display for by clicking on the department dropdown menu above the choice of reports (In the screenshot above it will show as "All Departments" in that dropdown).

  • The name of the report is generally based on what type of report you wish to create. For instance, if you would like to see all Building Department data, you can name the report "Building Data." Moreover, if you are creating a payment report to run at the end of every week, you can name it "Weekly Cash Report."

  • The "Type of Report" drop down allows you to select which type of data you would like. You have multiple options ranging from approvals, records, inspections, payments, etc. 

  • Lastly, you will need to select which department your report is going to be used for. Selecting a specific department allows the data to be more granular and easier to comprehend. If you would like to cast a wide net, you can use the "All" option. 

• Once you have named the report, selected a department, and the type of report, you can now add filters to the report by clicking on the "Filters" tab and clicking "Add a New Filter."  Once you have selected "Add a New Filter," a menu will populate displaying all available filters. You can use the search feature directly above the filter list here in order to quickly access these filters.

• Once you have added a filter (or multiple), if you would like to expand on a specific filter, simply click the "+" button in order to add additional criteria to an already selected filter. For instance, if you would like to see all active and completed records, you would need to select "Record Status" as a filter and choose one option, i.e., "Active." Once you have selected the "Active" status, click the "+" button in order to add another status that you would like to see as well. I.e., " Completed." The same logic can be applied for many filters including dates. If you would like to see records that expire within a specific time frame, before/after, or in between specific dates, that can be done as well!

• Now that you have added all of your desired filters, you can click on the "Columns" tab in order to add additional columns to the report. In order to add a column to the report, simply select the columns that you would like by clicking into the checkbox. You can also use the search feature in order to quickly find the column that you are looking for. Once you have added all the columns, you have created your report! Simply click "Save As" at the bottom of the page.

• Your report will now be available in the relevant folder within the Department and its dropdown menu. For instance if you created a Records report within the Building Department, the custom report will be in the Building Department's "Records" folder. If you created a custom Payments report, the report will be saved in the "Payments" folder.

Click here for instructions on how a saved custom report can be shared with any user in your community.  This allows your colleagues to view the same reports as you with a click of a button.

Click here for instructions on how to export any report to an Excel CSV file.  This allows you to combine the reporting features in ViewPoint Cloud with the many reporting and mathematical functions in Excel.

• You can also add record type-specific form field filters into your custom report--Click here for instructions on how to do that, and then you can save your custom report at any time with the updated information.  

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