Using Reports

Reports can be accessed anytime in the left navigation bar.  The different types available are:

  • Records
  • Approvals
  • Payments
  • Inspections
  • Documents

Each report has a default view that includes a specific set of columns.  Further customizations can be made: 

Add Columns: While each report has a default view that includes a specific set of columns, you can add additional columns to display more data, such as location and/or owner information.   When viewing a specific Record Type (see more about Filters next), you can also choose additional form fields to display as their own columns.

Filters: All reports can be filtered by an entire Record Type or a specific Workflow, and Date.  There are preset date ranges, such as Today, Last 7 Days, Previous Month, etc., but you can also set custom date ranges.  

Additional Form Field filters are also available for each report type. In order to filter by Form Fields, you must first filter by a specific Record Type.

Export:  All reports can be exported as a CSV file for further manipulation.  A CSV file is a type of spreadsheet that can be opened in Excel.

 

Learn more about each type, including additional views and filters available:

Records 

Lists all records and includes the record number, date created, applicant, address, and status.

Additional Filters

  • Address 
  • Applicant
  • Form Fields: Filter by a specific form field entries.  Please note: You must filter by a Record Type first.

 

Approvals

Displays all records that are in an Approval step in their respective workflows.  Steps can be assigned or reassigned within the report.  Click on Unassigned or the person's name (if already assigned) in the Assignee column, type in the user's name, and select them.

Additional Filters

  • Label: The name of the approval step.
  • Assignee: The user the step has been assigned to.
  • Form Fields: Filter by a specific form field entries.  Please note: You must filter by a Record Type first.

 

Payments

There are 3 different payment reports: 

  • Due: Payments that are due for a particular record
  • Paid:  Payments that have been paid.
  • Ledger:  Includes fee labels, account numbers, payment method

Additional Filters

  • Label: The name of the Approval step.
  • Assignee: The user the step has been assigned to.
  • Form Fields: Filter by a specific form field entries.  Please note: You must filter by a Record Type first.

 

Inspections 

There are 4 inspection reports:

  • Unscheduled: Records that are currently in an Inspection Step, but not scheduled.
  • Requested: Inspections that have been scheduled by the applicants. Please note: This is only available if "Public can request" is enabled for the inspection steps in each workflow.
  • Scheduled: Inspections that have been scheduled by another employee or administrator.
  • Completed: Inspection Types that have been completed and if they passed or failed.

Steps can be assigned or reassigned within the report.  Click on Unassigned or the person's name (if assigned) in the Assignee column, type in the user's name, and select them.  Please note: This can only be done under Unscheduled, Requested, and Scheduled.

Additional Filters:

  • Label: The name of the Inspection step.
  • Assignee: The user the step has been assigned to.
  • Form Fields: Filter by a specific form field entries.  Please note: You must filter by a Record Type first.

 

 

Documents

Lists the documents that have been issued within the corresponding records.

Additional Filters

  • Label: The name of the Document step.
  • Document Title
  • Form Fields: Filter by a specific form field entries.  Please note: You must filter by a Record Type first.

 

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk