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Reports

Reports enable you to view the current status of the system. You can view out-of-the-box reports or create your own reports based on record type. The data can be grouped or filtered to display the specific information and data as relevant to your work. Reports can be saved publicly if you have appropriate permissions, or for your private use. Reports can be viewed in the Reports module or in your Dashboard.

The reports are organized in the following categories:

Report type Description
Operational
  • Reports that reflect real-time data for a record type
  • Generated on the fly
  • Limited to 4,000 lines of raw data
  • Cannot be grouped by time field properties
  • Can be generated by all users
  • Reflects the data domains of the user viewing the report
Operational raw data
  • Operational reports without groupings or functions
  • Only the grid report is available
  • Limited to 800 lines
Analytic

  • Reports that reflect historic data for a record type over time

  • Calculated according to a defined schedule

  • No limit to the raw data

  • Can be grouped by time field properties

  • Can use calculated fields

  • Can be set as active or inactive; the active reports are counted toward the quota defined for the tenant

  • Reflects the data domains of the user that created the report

Survey
  • Analytic reports that are based on a survey record
  • Used to display results of a survey

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