Reporting

Reporting allows you to access data within the application and produce an assortment of reports for your client organization. You can use the reporting functionality for any number of business purposes.

Note: The data that you have access to is segmented by the client organization. When you (the MSP) are assigned to client organization, you also have access to the data in the associated operational units.
Note: If a client organization is using the BYOK encryption feature, users are limited to customizable reports that support encryption. See the list below.

The application reporting platform includes two sets of reports, standard and customizable.

Standard reports include filters and settings that allow you to only include values for a specific data set. These reports have default outputs that can be narrowed in smaller sets for a more unique data perspective. Customizable reports (for example, the Customizable Approval Audit Report) also include report filters, but additionally organize output columns by data set, an automated report generation schedule function, and export functionality to the application's SFTP server.

Customizable reports can also be renamed and saved. All modifications to the customizable report (for example, re-ordering output columns due to business requirements) are saved and can be accessed when the report is re-run. For more information about customization, see Customize and Run a Report.

You can add reports to the My Reports section. This view is individual to your account, and enables you to locate and run any of your commonly used reports for the client organization. To add reports to this section, click the star icon next to the report name (). Search functionality on the Reporting page also allows you to locate reports. Using the search field, enter text describing the report and use the filter options/drop downs, and click enter/return. The tables filter to display search results.

To run a standard report, configure the required settings, and filter for the information that you require in the report output. Use the History link in the Report Library to view previously ran reports. You can export the report output as a file from this view.

If you need a field added to a report's output that is not available in the standard or optional output columns, contact the Helpdesk. These new fields can include existing field, or new fields calculated from existing values.

Customizable reports can be scheduled to run at a certain date/time. For more information about scheduling reports, see Schedule a Report.

After reports are generated, you can export the output in different formats. You can export the following:
  • Excel Workbook - Export a .xls file.
    Note: The file opens in Microsoft® Excel. You must save the file in a valid Excel format to preserve file features.
  • CSV - Export a .csv file.
  • PDF - Export a .pdf file.
You can view the export history from the Report page. To view the history, click in the menu. Clicking the timestamps in the Export Report pop up exports the version of the report generated on that date/time.
Note: The application automatically inserts the client organization's name in the header of standard report pages.

Available Reports

Note: SysAdmin and MSP Admin users have access to all reports on the Reporting platform.
You can access the following reports: