How to create a report?

Summary

This guide provides step-by-step instructions on how to create a report in the Reporting Module. You can generate a variety of reports to extract specific information by utilizing the query builder. For this example, we will create a booking report for all bookings made over the last week.

Step-by-Step Guide

1. Access the Reporting Module

• From the home page, navigate to the Reporting Module.
  
  

2. Select 'Reports'

• On the left-hand side, click on Reports.
  
  

3. Create a New Report

• Scroll down and select Create New Report.
  
  
  
  

  • Enter the following details:
    • Report Name: Type the name of your report.
      
      
      
      
    • Data Source: Choose the data from which the report will be generated.
      
      
      
      
    • Report Type: Select the type of report (most reports are 'List' type, unless creating a time-based report).
      
      
      
      
    • Description: Write a brief description of the report.
      
      
      
      
    • Report Folder: Which folder you would like this report to be in.
      
      
      
      
    • Visibility: Choose between Global (visible to all users) or Private (visible only to you).
      
      

4. Finalize Report Creation

• Click the Create button.
  
  
  
  

5. Filter Your Report Using the Query Builder

The Query Builder allows you to filter your report to extract the specific data you need. In this section, you can add rules and groups of rules to refine the results from the data sources.

Adding Rules

• Click on "Add Rule" and fill in the necessary details.
  
  
  
  
• Choose the Logical Operator:
  • At the top left corner above the rule, select AND or OR.
    • AND: Narrows down results to those that match all specified rules.
    • OR: Broadens results to include those that match any of the specified rules.

Example:

• To filter results for users with an Adult Corporate Membership who pay monthly, select AND, then click Preview at the bottom left corner.
  
  
  
  
• For a membership report filtered by one center or another, select OR.
  
  

Adding Groups

You can use the Add Group feature to group several rules together.

Example:

• To filter membership reports by Member Status (either Suspended or Cancelled) from a specific center:
  1. Click on Add Group.
  2. Select the Member Status field, set it to Equal, and enter Suspended.
  3. Within that group, click on Add Rule and repeat the steps for the Cancelled status.
  4. Select OR in the top left corner, then click Add Rule from the top right corner to specify the Centre and set it to Equal to enter the desired center name.
     
     
     

Note: If filtering for a monetary value such as the cycle fee, please enter the amount in pence, not pounds. E.g., if the cycle fee is £35.50, enter 3550, not 35.50.


6. Choose Report Fields

• Select or deselect the boxes in the Field Selector to determine which fields you want to display in the report.
  
  

7. Preview the Report

• At the bottom of the page, click the Preview button to view your report.
  
  

Additional Features

• You can also schedule reports for regular delivery. For more details on this process, please refer to our article on How to Create a Scheduled Report.
  
  

Conclusion

You have now successfully created a report in the Reporting Module. For further assistance or inquiries, please consult our support resources.