Overview
When navigating to the Report Builder, you will automatically be viewing the Custom Reports section. In this section, reports can be created and viewed at any time to compile data from the inventory.
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See below for a tour of the Custom Reports section of the Report Builder.
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A - Custom or Matrix Report Selection
This button allows you to toggle between Custom Reports and Matrix Reports. See the Matrix Reporting for more information on matrix reports.
B - Edit / View Reports
By default, ‘View’ will be selected. This makes it so when you click on a report, it will view the data. If you want to edit the report, choose the ‘Edit’ option here.
C - Search Reports & Auto-Refresh
As time goes on, your TreeKeeper may accumulate a significant amount of reports. In cases where scrolling through the list of reports looking for one you want may not be the most effective, the Report Builder has a search bar. This allows you to search reports by name.
Next From left to the search bar is the collapse/expand buttonright, the first button in this row is the Toggle Panels button 
, allowing you to expand or /collapse all report categories. Each section can also expand/collapse or expand individually by clicking on the category name.
The last middle button in the row, Toggle Your Reports 
, filters the reports report list down to those that are only visible to you.
The last button in the row, Auto Refresh Reports 
, is a feature introduced in Release v2024.05.28 and allows you to automatically refresh your currently-viewed report’s results on a specified time interval. This can be especially helpful if data in your TreeKeeper system is constantly changing and you would like the report you’re viewing to remain up to date without manually refreshing the report view.
D - Report Groups
All reports available to you will appear in this list. The icons next to the report name help indicate the permissions for each report (who it's visible to) and a legend for those icons can be seen at the bottom of the Report Builder window.
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Reports in this category are created by the TreeKeeper Support team and are non-editable. If you're looking for a report that may not be feasible through the report builder, contact the TreeKeeper Support team to discuss options.
E - System Reports
TreeKeeper systems are delivered with a standard set of system reports, which are most commonly used for administrative purposes:
Project Tracking – keeps track of Project budgets.
Species List Assignments – displays the i-Tree benefits assignments per species value.
Work Order Tracking – displays the status and other key information of Work Orders.
User Security and Layer Rights – displays each user’s Security Level and Layer Access Rights.
F - Add Report
When you want to create a report, the Add Report button will kick off the process. See Building a Custom Report for more information.
G - Report Window Tools
From left to right, the first button top-right corner allows you to pop out the Report Builder into a separate window. The second button closes the Report Builder.