Adding and Configuring Global Reports

Overview

The Reports module enables users to create, customize, and manage reports at a global level. Users can define report types, apply filters, configure columns, schedule reports, and manage multiple report versions. This ensures better data analysis and streamlined reporting across events, participants, and activities.

Step-by-Step Approach

1. Access the Report Section

• On the General Dashboard, navigate to the Reports section.

2. Create a New Report

• Click on Add New Report.

3. Configure Basic Report Details

• Select the Report Type from the Type dropdown field.
• Enter or edit the Report Name.
• Choose the Team from the Team dropdown.
• Select the Event for which the report needs to be generated.

4. Select Report Type

In the Type dropdown field, choose the appropriate report type based on your requirement:

a. Activity-Based Report

• Select this option to generate reports related to activities.
• This type helps in analyzing activity performance, participation, and engagement details.

b. Participant-Based Report

• Select this option to create reports focused on participants.
• Useful for tracking participant data, attendance, and related attributes.

c. User-Based Report

• Choose this type to generate reports related to users within the system.
• Helps in analyzing user roles, actions, and system usage.

d. Meeting Room-Based Report

• Select this option to create reports based on meeting rooms.
• Useful for tracking room utilization, scheduling, and meeting-related insights.

5. Add Report Data Parameters

• Include relevant details based on selected report type:
  • Participants
  • Activities
  • Date Range
  • Room Booking Status

6. Apply Conditions (Filters)

• Add conditions based on report type:
  • Participant-based Reports: Define filters specific to participants.
  • Activity-based Reports: Define filters related to activities.
• Select the AND operator to require all selected conditions to be met.
• Select the OR operator to require at least one of the selected conditions to be met.
• Combine multiple AND and OR operators to apply conditions to the report parameters.

7. Customize Report Structure

• Add required Columns to define how data should appear in the report.

8. Schedule the Report

• Configure scheduling options to automate report generation at defined intervals.

9. Manage Report Versions

• On the Version tab, click + Version to create a new report.
• View reports directly using the View Report Online option.
• Export both latest and previous versions for offline use.
• Rename report versions using the Change Version Name option.
• Delete unwanted versions when no longer needed.

Key Features

• Centralized report creation from the dashboard
• Flexible filtering for participants and activities
• Customizable report columns
• Report scheduling for automation
• Version control for better report management
• Export and online viewing capabilities