These directions describe step-by-step how to go about creating a report in TreeKeeper’s Report Builder.
The first step would be to create a unique name for the report. 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 more than one).
You’ll then be able to set several settings for who can see the report where and how it interacts with your current map selections:
A - Shared With: This allows you to adjust who is able to view the report you create.
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).
C - Set to Homepage for Selected Group: Sets the report as a favorite for everyone 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: Report generates results without regard to which sites are selected or queued on the map
Map Selected: Report results are filtered down to only sites that are selected in your data grid and map
Grid Queued: Report results are filtered down to only sites that are queued in your data grid (checkmarked) and map
E - Data Layer: Lets you choose a 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 to focus on between sites, calls or work. (Like Data Layer, only one Focus at a time will work.)
G - Save Report: Lets you save your report and clicking the check mark in the center of the screen after saving the report lets you 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 you will be presented with additional options that will affect what data is presented in the report and how it is presented.
A - Type: Here is where you select what type of report you would like to make.
B - Listing Report: Provides a list of sites and their attributes matching the criteria specified.
C - Summary Report: Provides a list of sites and their counts matching the criteria specified.
D - Attributes: Attributes are the the data that you pull into 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
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.
Adding Reports to your Dashboard
To add any of your custom reports to the dashboard, just select Publishing on the viewing page for your report located at the bottom right of your screen. This will bring up a window where you will be able to set who can see the report on their dashboard and what the title of the report will be.
