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How do I create a report bulletin?
Updated over 3 weeks ago

A bulletin in Apricot is a message that can be created by an Administrator and shared on the "My Apricot" landing page. Bulletins can include text, pictures, streaming videos, and links to create new records and reports. They're also useful for providing timely messages, instructions, tips, or links to users.

Note: The Support team periodically creates "global bulletins" that appear on the Administrator landing page. These bulletins alert all Apricot Administrators to product news and updates and will not interfere with bulletins you create for your users.

Report bulletins differ from HTML bulletins in that they don't allow for certain customization of the bulletin content and are specifically meant to display the results of a report that has been created in the Apricot Report Center with the Native Reporting tool.

Note: Report bulletins cannot display filters or global values that are present in the full version of the report.

Follow the steps listed below to learn how to create a bulletin that display reports on the "My Apricot" landing page for your users.

Step 1: Create a category

In the Administrator tab, expand the Workflow Station category of the navigation bar and select "Bulletins".

The next page will display the list of existing bulletin categories in your database. Clicking the black arrow next to a name will expand the list of bulletins within that category.

You can add a new category to place your bulletin in by selecting "Create New Category" from the Bulletin Actions palette. A pop-up will appear; you can choose to create a single new category or multiple categories at once. Name the new category and click "Create" to close the pop-up window.

Step 2: ​Build a bulletin

Click "Create New Bulletin" from the Bulletin Actions palette. In the first dropdown, select the category you want to save the bulletin under. Name your bulletin something easily identifiable and click "Create" to open the next page.


In the Type field, select "Report". This will replace the typical text box present for an HTML bulletin with a report dropdown menu.

Then, enter the dates the bulletin should be visible to your users. If no End Date is selected, Apricot will automatically set it for a year from the Start Date. For example, if the start date for a bulletin is 3/10/2025, Apricot will automatically set a blank End Date to 3/10/2026. The bulletin will expire and disappear from your users' view at midnight on that date.

Be sure to check the box next to "Active" in this section in order for the bulletin to fully appear to users. The "Start Collapsed" setting requires users to expand the message on the landing page in order to show the bulletin, which we recommend leaving unchecked.


The Report field contains a dropdown with all the existing report categories and reports saved within the categories. Select the report you want to display, then choose whether you want the data in your report to appear in one column or side-by-side columns within the bulletin.

Step 4: Save the bulletin

Select "Save Bulletin" within the Bulletin Options palette to save your changes.

Note: If the Start Date for a bulletin has not occurred yet, users will not be able to view the bulletin. Users must also be granted access to the following via their Role or permission set in order to access the report bulletin:

  • Access to the bulletin (Inactive bulletins will still be listed in the permissions)

  • Access to the report

  • Access to all forms and records within the report

Finally, click the "My Apricot" tab to view all active bulletins. Administrators will see all bulletins regardless of categories or permissions.

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