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Native Reporting Overview
Updated yesterday

Apricot's Native Reporting tool allows you to use the data entered into your database to develop customizable, comprehensive reports that visualize your organization's progress and demonstrate your programs' impact. These reports can be viewed by other Apricot users or printed and exported to share with external stakeholders.

Users determine which forms contain the data they want to report on then drag and drop the desired data fields into a report section. Filters can be placed on the data to show a particular subset of information, such as the number of new clients added to an intake program in a month or which participants are missing a required pre-test or post-test form. These types of reports can be used to analyze your data and streamline workflows.

Administrators and users with access to the Report Center can expand the Report Center category on the navigation bar and select 'Reports' to open the Native Reporting tool and create a new report. Existing report categories contain pre-made standard reports that can be used with your organization's data, and custom report categories can also be added to organize your reports.

The following sections of this overview article will dive deeper into the key components of Native Reporting, including best practices for building, formatting, and managing reports. Advanced features and specific use cases are also reviewed to help you get the most out of this robust reporting tool.

Report Basics

Report Building

Report Formatting

Report Management

Advanced Reports

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