Reading and Building Reports
49 articles

+1Written 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.Written by Cole Lapwing. Updated over a week ago
Restricted Reports
This article discusses the functions of a restricted reportWritten 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.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.Written by Cole Lapwing. Updated over a week ago
Aggregate Report Calculations
This article helps explain the different cell calculation propertiesWritten by Cole Lapwing. Updated over a week ago
Advanced Aggregate Report Options
This article explains the advanced features of aggregate reportingWritten by Cole Lapwing. Updated over a week ago
Best Practices: Reporting
This article will guide you through our best practices for reporting.
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.
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.
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.
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.
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.
Written by Tania. Updated over a week ago
Filter Logic (Reporting)

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.
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.
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.
Written by Taylor Roderick. Updated over a week ago
Red Error Message When Editing Report

Written by Taylor Roderick. Updated over a week ago
Printing A Report
This article describes how to print a report from the reports list.
Written by Taylor Roderick. Updated over a week ago
Copy Reports and Report Sections

Written by Taylor Roderick. Updated over a week ago
Report Builder Enhancements

Written by Taylor Roderick. Updated over a week ago
Comparison Filters

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
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.
Written by Taylor Roderick. Updated over a week ago
Creating a New Aggregate Report

Written by Taylor Roderick. Updated over a week ago
Editing Reports

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.
Written by Taylor Roderick. Updated over a week ago
Building a Record ID-Based Report for Importing Data

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.
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
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.
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.
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.
Written by Taylor Roderick. Updated over a week ago
How to Build Reports: Table of Contents
Help Documents for Building Reports in Apricot.
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
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.
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
Written by Taylor Roderick. Updated over a week ago
Aliases

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.
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.
Written by Taylor Roderick. Updated over a week ago
Viewing and Reading Reports
How to view and read reports in Apricot
Written by Taylor Roderick. Updated over a week ago
Column Properties

Written by Taylor Roderick. Updated over a week ago
Calculation Columns

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.
Written by Taylor Roderick. Updated over a week ago
Using Filters in Reports

Written by Taylor Roderick. Updated over a week ago
Graphs
The graphing feature in Apricot's Report Builder allows Administrators to create graphs.
Written by Taylor Roderick. Updated over a week ago
Reports: Building Reports
Apricot's Report Builder tool allows you to create and edit reports.
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).
Written by Taylor Roderick. Updated over a week ago
Grouping in Reports
This article helps to explain how grouping works in reports.
Written by Taylor Roderick. Updated over a week ago
Report Export Enhancements
Some new features for exporting Apricot reports have been added.
Written by Taylor Roderick. Updated over a week ago