Skip to main content

Outline

Intellum offers a powerful native report writer that gives you direct access to the data tables behind your account, Reports makes it easy to quickly pull a report on data captured in any field. There are over 30 report types available to help you get started digging into your data.

This article walks you through creating a new report, provides an overview of the new report page, and introduces report columns and queries.

Create a new report


Think about what data in the platform best applies to the problem or question at hand before creating a Report.

Try to answer these two questions when starting a new report:

  1. What problem should the data solve or what question should it answer?
  2. Which Report Type gets you closest to the data needed to solve that problem or answer that question?
  1. Navigate to Reports in the admin nav.
  2. Click New Report.
  3. Choose a Report Type from the dropdown.
  4. Give your new report a Name - a report's name can be modified.
  5. Click Create.

You are taken to the Report page - you'll use the tools on this page build your Report query, filter your Report for clarity, and manage your Report output.

New Report Page


1.) Report Columns

  • You'll find the default columns for the report type you chose included in the Report Columns section. You can remove columns, drag & drop to reorder columns, or click Add Column to include additional columns.

2.) Query

  • Create a customized Query to pinpoint exactly the data you need. A default query for each report type is included as a starting point.

3.) Preview, Export, Save

  • Preview
    • Reports run in the background to ensure reliability. For a preview of results before export or save, just click Preview.
  • Export
    • You can Export a report if it's data-heavy, needs further manipulation, or needs to be shared outside of the platform. Export reports in CSV, XML, HTML, Excel, or PDF file formats.
  • Save
    • Maintain the report and all of its current properties. When you Save a new report, you are taken to the report's Properties page. Report columns and queries can be edited

Report Columns


Report Columns help you customize the report data you aggregate and how that data is displayed. Columns available in a report are tied to report type.

Report Columns can be managed before a report is saved or updated through an existing report's Properties tab.

You can maintain the included columns, delete columns with  the X icon, or add columns. Drag and drop columns to reorder them in the report output.

Heads Up!

If you make changes to a report, be sure to Save the report and/or Preview new report results to confirm those changes.


Add Columns

  • Click + Add Column to browse available columns for your report type. Select the column from the list to add it your report.

Group Columns

  • Grouping a column aggregates the data in your report by that column. Click the menu icon again to remove the grouping.

Report Details

Click the Hide Details checkbox in a report's Properties to hide row details. Only row counts and summary columns will be included in the report output.

Report Queries


A report's Query button lets you use filters to define the data that should included in your report. Filters available in a report are tied to report type.

Query filters are defined using up to three fields:

Filters with defined parameters:

  1. a database field (based on report type)
  2. a defined parameter (based on database field)

Filters with qualifiers:

  1. a database field (based on report type)
  2. a filter operator, such as "is", "contains", "does not contain"
  3. a text, number, status or date value qualifier (as applicable)

You add more filters to the query by using the blue + sign. To remove a filter, simply click the - button.

  • Adding the same column for filtering creates an OR operator in your query and can broaden your search.
  • Adding different columns for filtering creates an AND operator in your query and can narrow your search.

Heads Up!

> In very rare cases, you may need to create a separate set of filters in addition to your initial query. Click Add Union to include those columns for filtering. Adding a Union joins your initial query with a completely separate query. This can can result in large, and complex, results. We recommend working with filters before adding a union.

Click Preview to see the results of an updated Query before saving. Click Save to maintain any updates you make to a Query.

Did this article help?

Let us know by leaving a star rating or review at the top of this article.