Once the Aggregate Reports feature is enabled for your organization and your feeder reports are set up with the appropriate data, you can build your first aggregate report.

Follow the steps listed below to learn how to create and run a basic aggregate report with the Aggregate Report Builder tool.

The Aggregate Report Builder tool can be accessed from the Administrator tab in the Report Center category of the navigation bar.

Select '+ Create New Category' in the Report Actions palette, then enter names for a single or multiple new report categories to place your aggregate reports in. Click '+ Create' to save them to the Aggregate Reports page.

Next, select '+ Create New Report' from the Report Actions palette. Choose the category from the dropdown, then enter a name for the aggregate report. Click '+ Create' to open a blank report page.

Consider which feeder report section you want to include in your aggregate report. Then, click the Add button at the top of the Data Sources header and select the report category, report name, and report section of the feeder report.

Click '+ Add' to see the report section name populate under the Data Sources section as well as the Data Source Choices palette on the right side of the page.

You can repeat this step for as many report sections you want to add to the aggregate report; any sections already added will be grayed out in the selection process.
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Select '+ Add New Section' from the Report Actions palette. Keep in mind what data you want to display in this section's grid, then give it an appropriate name and section type (to learn more about the different grid types, click here). Click '+ Create' to add your section to the report.

Drag and drop a feeder report section from the Data Source Choices palette into the cell to add your first data source to the aggregate report grid.

When any changes are made to a grid, such as adding a new data source, the text "(expired)" will appear inside a cell. You can click the circular refresh icon in the bottom-right corner of the grid or the Refresh Data Sources button in the Report Actions column to display the most recent changes.

The number populated into the cell corresponds with the "Total Rows" section count that appears in the bottom-right corner of the feeder report section used as the data source.

Continue adding more rows and columns to your grid by clicking the + icons next to the headers. You can also rearrange their order by dragging and dropping them where you want them. Then, drag your data sources to the appropriate cells.

Note: Clicking the row and column headers lets you rename them.

To open the feeder report used for this section, click the report name in green under Data Sources. This will create a new tab for you to make edits to the feeder report. Once you've saved and published changes to the feeder report, you can refresh the aggregate report's data sources to have the changes reflected in the grid.

You can also view or edit the individual records contributing to a cell by clicking on a cell and selecting "Drill Down".

This will open a pop-up window of all the records that have been fed into the aggregate report. Clicking on a field here will open the associated record in a new tab. For example, clicking on the Name field may open the Participant Profile Tier 1 form while clicking on the Service Date field may open the Services Tier 2 form. This just depends on which form a field was pulled into the feeder report from.

If you decide to make and save changes to a record, these will be reflected in the aggregate report after refreshing the data sources in the Aggregate Report Builder.

Once you're finished modifying your report, select Publish Report from the Report Actions palette to make it available to other users.