Apricot

This article discusses the best practices for troubleshooting limit sections.

Troubleshooting: Report with Limit Section and/or Aliases

This article discusses the functions of a restricted report

Restricted Reports

This article will guide you through running a report to determine your new clients for a specific period.

Best Practices: Reporting: New Clients

Advanced features for aggregate reporting. Includes Grid or Section copying, report copying and exporting the report.

Aggregate Report: Advanced Features

This article helps explain the different cell calculation properties

Aggregate Report Calculations

This article explains the advanced features of aggregate reporting

Advanced Aggregate Report Options

This article will guide you through our best practices for reporting.

Best Practices: Reporting

Reporting on checkbox fields can be tricky. This article provides guidance on how to efficiently report on checkbox fields.

Reporting on Checkbox Fields

Reports that have been built and run in Apricot can also be exported as Excel files.

Report Export Upgrade

Reporting on registration grids have to be set up a certain way in order to prevent duplicate rows.

Reporting on Registration Grids

The Aggregate Report Builder allows you to create reports that offer a high-level or summary view of your data.

Copy Aggregate Grids and Reports

When a % symbol is typed into a search field, it acts as a wildcard value.

Wildcard Value

Filter Logic (Reporting)

When a report is built, it may include filters to refine or narrow down what data is pulled from the database.

Filtering Reports at Run Time

Total row counts in report sections can be suppressed or hidden from display.

Hide Total Row Counts in Report

There are several ways to accommodate the need for comprehensive reports while providing a positive experience.

Strategies for Success With Large Reports

Red Error Message When Editing Report

This article describes how to print a report from the reports list.

Printing A Report

Copy Reports and Report Sections

Report Builder Enhancements

Comparison Filters

Setting filter properties in reports using Matches Any Option, Matches Any Of, Matches All Of, and Matches All Options

Matches Any Option and Matches Any Of

Report properties govern the way reports select and filter data from your Apricot database.

Report Properties

Creating a New Aggregate Report

Editing Reports

A Global Value is a date, word, or number that can be easily updated in filters across multiple sections of a report.

Global Values

Building a Record ID-Based Report for Importing Data

Apricot's Report Builder has special summary columns that allow you to pull summaries from one section of a report to another.

Summary Columns

Building reports with Multiple Tier 2 forms with Linking Fields

Reporting with Multiple Tier 2 Forms and Linking Fields

Apricot's Report Builder has a strong quantitative component and allows for several levels of counts.

Report Counts

Using a group filter can help you pinpoint very specific data in a very large data set.

Group Filters

The Aggregate Report Builder is a premium feature that allows you to create reports showing a high-level or summary view of your data.

Aggregate Report Builder: Introduction

Help Documents for Building Reports in Apricot.

How to Build Reports: Table of Contents

This article will provide you with a tour of how you can access properties to adjust the information displayed for different report sections

Section Properties in Reports

After reports have been created and published, they can be run at any time to view the refined data.

Running Reports

This feature in the Apricot Report Builder can display records that have been filled out or identify those that have not yet been completed

Advanced Report Features: Required

Aliases

The Apricot Outcomes tool allows you to incorporate your organization's outcome goals and performance targets into your reports.

Outcomes

Reports can be exported into a spreadsheet from both the My Reports screen and the run version of the report itself.

Exporting Reports

Viewing and Reading Reports

Column Properties

Calculation Columns

Comparison reporting allows the Apricot Report Builder to compare data that has been collected in different records of the same form.

Comparison Reporting

Using Filters in Reports

The graphing feature in Apricot's Report Builder allows Administrators to create graphs.

Graphs

Apricot's Report Builder tool allows you to create and edit reports.

Reports: Building Reports

The "Limit" feature in the Report Builder can display records that were created earliest (first created) or most recently (last created).