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Overview
This document describes the steps involved in creating a report in TreeKeeper’s Report Builder as well as some exporting and publishing options.The first step would be to create a unique name for the report
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Report Settings
After clicking the 
button (located below the report list in the Report Builder), you’ll be prompted to give the report a name. We recommend a name that gives a clear description of what will be included in the report (possibly including the data layer name in systems with having more than one).
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You’ll then be able to set several settings for like who can see the report where and , how it interacts with your current map selections:
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selection, and more.
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A - Shared With:with… – This allows you to adjust who is able to can view the report you createare creating.
B - Add to Homepage (for Selected Group): – Adds the report to your home page or a group (groups can be created by administrators via Admin Center’s Group Management) Homepage.
C - Set Share to Homepage for Selected Group: Sets – Adds the report as a favorite for everyone to the Homepage for all users in the group you have shared the report with.
D - Default Map Filter : – This allows you to chose which sites will be included in the report results relative to queued or selected sites on the map.
No Map Filter : – All sites. Report generates results without regard to which sites are selected or queued on the map or queued.
Map Selected – Selected : sites. Report results are filtered down to only sites that are selected in your data grid and mapon the map.
Grid Queued – Queued : sites.Report results are filtered down to only sites that are queued in your data grid (checkmarked) and map.
E - Data Layer : Lets – Allows you to choose a the data layer you want to pull data from for you report. (A report cannot pull from more than one Data Layer at a time.)
F - Focus On: – After choosing your Data Layer, this option has you choose an attribute the data type to focus on. You can choose between sitesSite, calls Calls or workWork. (Like Data Layer, you can only one Focus at a time will work.)Focus on one attribute type.
Site – allows you to report on Site attributes only.
Calls – allows you to report on Site and Call attributes.
Work – allows you report on Site, Call, and Work attributes in the same report.
G - Save Report : Lets you save your report and clicking – Saves the report / changes made to the report. Clicking the check mark in the center of the screen after saving the report lets allows you to view it.
H - Delete Report: You can delete your report either as its being made with this option or, if you are editing a report, delete an already existing report.
After all this out –Deletes the report. Can be done as it's being created or while editing an existing report.
Once the settings at the top of the report are ironed out, you will be presented with additional options that will affect below. The Type, Attributes, and Criteria sections are where you determine how the report is presented and what data is presented included in the report and how it is presented.
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A - Type: –Here is where you select what type of report you would like to make. Clicking on the banner will reveal the two options below.
B - Listing Report
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– The report will include a row for every record that matches the specified criteria.
C - Summary Report
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– Using the attributes specified in the section below, the report will include a row for each attribute list value combination and the count of sites that have that combination.
D - Attributes: –Attributes are the the data fields that you pull into want to show in the report, you can adjust what data you are pulling and the order that it is shown and what it is sorted by.
E - Criteria: The criteria lets you further adjust what information shows in a report. For example you can filter the data to only show relevant data on, before or after a certain date of your choosing
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Exporting: After creating your report you can export the results of the report in three different ways: As an Excel sheet, as a CSV file or as a PDF.
You can also choose to export all data of the report or simply the data currently visible. To get to the menu to do so, after saving the report, view it and click the menu icon in the top left of the report window.
In this section you can also toggle your currently set filters as well as what columns are visible.
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. You can add one or many attributes to the report as well as adjust the how the report is sorted.
When specified, attributes in the Report Builder are always sorted in ascending order. If Sort By = 0, the report will not be sorted on that attribute. When setting Sort By to any number > 1, the Report Builder will use those numbers as a rank, determining the order in which the report is sorted by the specified attributes.
Example: See the image below. This report will first be sorted by Street in ascending order (Sort By = 1), then by Address in ascending order (Sort By = 2). It will not sort by Site ID at all (Sort By = 0).
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E - Criteria – The Criteria section allows you to filter down the data in the report.
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Exporting
Once a report has been created, you can export the results in three different formats: Excel file, CSV, or PDF.
See Exporting Report Data for more information.
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Adding Reports to your Dashboard
To add any of your a custom reports report to the dashboard, just select Publishing on the viewing page for your report located at the bottom right of your screenclick the Publishing button while viewing a report. This will bring up a window where you will be able to set can adjust who can see the report on their dashboard and what the title of the report will bein the dashboard.
For more information, see Publishing a Report to the Dashboard .
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