How to create new Reports in Moves+

In this guide, we will show you how to use the reporting section of Moves+. This will cover sections such as how to create new reports, manipulate existing reports, export reports and schedule reports. 

Step by Step Guide

1. 1. On the Moves dashboard, click the Reporting module.
      
      
      
      

   2. Click Create New Report
      

   3. Choose a Name for the report

   4. Select the Data Source

   5. Optionally add a description

   6. Global or Private
      Choose whether you want the report to be visible by everyone (Global) or for your eyes only (Private).
      

   7. Click Create

How to manipulate reports

1. From the Reporting Module, select the Report you want to manipulate.
   

2. Click Edit on report you want to view

3. Select the following as desired;

Fields selector

• Select and deselect fields if you wish to manipulate the report before exporting Query Builder

Query Builder

• This allows you to create rules and functions based on the fields you have selected Grouping

Grouping

• For some reports you will be able to group lines together by field

Preview

• Click to preview results

• Use the search function to examine data within the report

Save query

• Choose this option to save the new report should you wish to use it again.

• Note: If you manipulate a report and click ‘save query’ the new filters will apply when

  you view the report again.

Export Data

• Select the way that you wish to export the data in (e.g. XLS for excel file).

How to Schedule reports

Reports can be scheduled to be sent to you or your colleagues automatically.

1. Navigate to your list of saved reports

2. Click Schedule on the report you wish to schedule

3. Set "Type" to External

4. Select the format

5. Choose the frequency that the email is sent

6. Enter email addresses

7. Select to Customise the email should you wish to

8. Click Create