Reading and Building Reports

49 articles
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Written by Cole Lapwing, Taylor Roderick, Tania and 1 other

Troubleshooting: Report with Limit Section and/or Aliases

This article discusses the best practices for troubleshooting limit sections.
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Written by Cole Lapwing. Updated over a week ago

Restricted Reports

This article discusses the functions of a restricted report
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Written by Cole Lapwing. Updated over a week ago

Best Practices: Reporting: New Clients

This article will guide you through running a report to determine your new clients for a specific period.
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Written by Cole Lapwing. Updated over a week ago

Aggregate Report: Advanced Features

Advanced features for aggregate reporting. Includes Grid or Section copying, report copying and exporting the report.
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Written by Cole Lapwing. Updated over a week ago

Aggregate Report Calculations

This article helps explain the different cell calculation properties
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Written by Cole Lapwing. Updated over a week ago

Advanced Aggregate Report Options

This article explains the advanced features of aggregate reporting
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Written by Cole Lapwing. Updated over a week ago

Best Practices: Reporting

This article will guide you through our best practices for reporting.
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Written by Taylor Roderick. Updated over a week ago

Reporting on Checkbox Fields

Reporting on checkbox fields can be tricky. This article provides guidance on how to efficiently report on checkbox fields.
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Written by Tania. Updated over a week ago

Report Export Upgrade

Reports that have been built and run in Apricot can also be exported as Excel files.
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Written by Taylor Roderick. Updated over a week ago

Reporting on Registration Grids

Reporting on registration grids have to be set up a certain way in order to prevent duplicate rows.
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Written by Tania. Updated over a week ago

Copy Aggregate Grids and Reports

The Aggregate Report Builder allows you to create reports that offer a high-level or summary view of your data.
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Written by Taylor Roderick. Updated over a week ago

Wildcard Value

When a % symbol is typed into a search field, it acts as a wildcard value.
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Written by Tania. Updated over a week ago

Filter Logic (Reporting)

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Written by Raven Charleston. Updated over a week ago

Filtering Reports at Run Time

When a report is built, it may include filters to refine or narrow down what data is pulled from the database.
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Written by Tania. Updated over a week ago

Hide Total Row Counts in Report

Total row counts in report sections can be suppressed or hidden from display.
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Written by Taylor Roderick. Updated over a week ago

Strategies for Success With Large Reports

There are several ways to accommodate the need for comprehensive reports while providing a positive experience.
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Written by Taylor Roderick. Updated over a week ago

Red Error Message When Editing Report

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Written by Taylor Roderick. Updated over a week ago

Printing A Report

This article describes how to print a report from the reports list.
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Written by Taylor Roderick. Updated over a week ago

Copy Reports and Report Sections

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Written by Taylor Roderick. Updated over a week ago

Report Builder Enhancements

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Written by Taylor Roderick. Updated over a week ago

Comparison Filters

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Written by Taylor Roderick. Updated over a week ago

Matches Any Option and Matches Any Of

Setting filter properties in reports using Matches Any Option, Matches Any Of, Matches All Of, and Matches All Options
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Written by Taylor Roderick. Updated over a week ago

Report Properties

Report properties govern the way reports select and filter data from your Apricot database.
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Written by Taylor Roderick. Updated over a week ago

Creating a New Aggregate Report

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Written by Taylor Roderick. Updated over a week ago

Editing Reports

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Written by Taylor Roderick. Updated over a week ago

Global Values

A Global Value is a date, word, or number that can be easily updated in filters across multiple sections of a report.
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Written by Taylor Roderick. Updated over a week ago

Building a Record ID-Based Report for Importing Data

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Written by Taylor Roderick. Updated over a week ago

Summary Columns

Apricot's Report Builder has special summary columns that allow you to pull summaries from one section of a report to another.
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Written by Taylor Roderick. Updated over a week ago

Reporting with Multiple Tier 2 Forms and Linking Fields

Building reports with Multiple Tier 2 forms with Linking Fields
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Written by Taylor Roderick. Updated over a week ago

Report Counts

Apricot's Report Builder has a strong quantitative component and allows for several levels of counts.
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Written by Taylor Roderick. Updated over a week ago

Group Filters

Using a group filter can help you pinpoint very specific data in a very large data set.
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Written by Taylor Roderick. Updated over a week ago

Aggregate Report Builder: Introduction

The Aggregate Report Builder is a premium feature that allows you to create reports showing a high-level or summary view of your data.
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Written by Taylor Roderick. Updated over a week ago

How to Build Reports: Table of Contents

Help Documents for Building Reports in Apricot.
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Written by Taylor Roderick. Updated over a week ago

Section Properties in Reports

This article will provide you with a tour of how you can access properties to adjust the information displayed for different report sections
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Written by Taylor Roderick. Updated over a week ago

Running Reports

After reports have been created and published, they can be run at any time to view the refined data.
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Written by Taylor Roderick. Updated over a week ago

Advanced Report Features: Required

This feature in the Apricot Report Builder can display records that have been filled out or identify those that have not yet been completed
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Written by Taylor Roderick. Updated over a week ago

Aliases

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Written by Taylor Roderick. Updated over a week ago

Outcomes

The Apricot Outcomes tool allows you to incorporate your organization's outcome goals and performance targets into your reports.
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Written by Taylor Roderick. Updated over a week ago

Exporting Reports

Reports can be exported into a spreadsheet from both the My Reports screen and the run version of the report itself.
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Written by Taylor Roderick. Updated over a week ago

Viewing and Reading Reports

How to view and read reports in Apricot
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Written by Taylor Roderick. Updated over a week ago

Column Properties

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Written by Taylor Roderick. Updated over a week ago

Calculation Columns

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Written by Taylor Roderick. Updated over a week ago

Comparison Reporting

Comparison reporting allows the Apricot Report Builder to compare data that has been collected in different records of the same form.
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Written by Taylor Roderick. Updated over a week ago

Using Filters in Reports

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Written by Taylor Roderick. Updated over a week ago

Graphs

The graphing feature in Apricot's Report Builder allows Administrators to create graphs.
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Written by Taylor Roderick. Updated over a week ago

Reports: Building Reports

Apricot's Report Builder tool allows you to create and edit reports.
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Written by Taylor Roderick. Updated over a week ago

Advanced Report Features: Limit

The "Limit" feature in the Report Builder can display records that were created earliest (first created) or most recently (last created).
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Written by Taylor Roderick. Updated over a week ago

Grouping in Reports

This article helps to explain how grouping works in reports.
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Written by Taylor Roderick. Updated over a week ago

Report Export Enhancements

Some new features for exporting Apricot reports have been added.
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Written by Taylor Roderick. Updated over a week ago