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
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From left to right, the first button in this row is the Toggle Panels button 
, allowing you to expand/collapse all report categories. Each section can also expand/collapse individually by clicking on the category name.
The middle button in the row, Toggle Your Reports 
, filters the report list down to those that are only visible to you.
The last button in the row, Auto Refresh Reports 
, 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.
Homepage Reports
Any report that a user adds to their homepage will appear in this section.
User Reports
Any user-created report available to you will appear under User Reports.
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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.
Document Review – presents a list of all documents uploaded in TreeKeeper.
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 - Information Pane
This is where information for the report you are viewing will display.
H - 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.