Custom Reporting

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.

Custom Reports Features

See below for a tour of the Custom Reports section of the Report Builder.

Open

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.

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.

TreeKeeper systems are delivered with a standard set of dashboard reports, providing breakdowns for common attributes and publishing them to the dashboard. Their source reports can also be found under the User Reports section.

Custom Reports

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.