Configure an Application Report
The Application Report lets you configure customized reports on data within Eproval applications that you can save and re-run in the future. These instructions cover how to configure a customized report.
For instructions on viewing an Application Report you previously created, see the View an Application Report article.
Steps
Go to Reports > Application Report.
The page loads the default Application Report. Eproval lets you take an existing report as a starting point that you can then modify for a new report rather than starting from scratch. To choose a different report as a starting point, click in the top dropdown and chose from the list of available Application Reports.
Set the parameters of your report. The final report will then bring up results base on the parameters you set.
a. Choose the Application Type that you'll be reporting on from the dropdown menu. You can only report on one Application Type pre report. If you want the same report for multiple Application Types, you'll need to save a version of the report for each type.
b. Choose the Application Category from the available selections in the dropdown. You can choose multiple categories.
c. Choose the Workflow Steps from the available selections in the dropdown. You can choose multiple steps.
d. Enter any Keywords you want the report to filter on.
e. Click in the date field to use the calendar to select a date range for the report to include applications that start or end within the specified date range. If you leave it blank, it will include all applications ever created. If you only specify a Start Date in the range, then it will include all applications from that date up to the present.
f. Select the application Statuses that will be included in the results. You can choose more than one status.
g. and h. work together. For g, click in the date range to select a start and end date range. These dates correspond to the selection you make in h, which are different from the event's start and end dates. These options include the application's Created, Last Updated, Submitted, or Approved date. You can only choose one of these options.
Click the Column Picker link above the Report Results Table to select the different columns (data elements) that will display in the report.
From the list of available columns, select the checkboxes of the columns you want to appear on the report. The list is extensive and comes from the Application Type you selected for the report.
Choose from General, Contact, and Event Information categories.
Each of these columns include filters that you can use when you run the report in the future.
As you make your changes, the report will refresh to show the results. You can continue to make changes until you're happy with the results.
To save the report, click Save this Report.
Give your report a unique name.
If you want this report to be the default when you open Application Reports, select the Default checkbox.
Click Save.