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Reading and Building Reports

Reading and Building Reports

49 articles
Cole Lapwing avatarTaylor Roderick avatarTania avatar+1
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.
Cole Lapwing avatar
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.
Tania avatar
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.
Tania avatar
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.
Tania avatar
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

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Report Builder Enhancements

Taylor Roderick avatar
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
Taylor Roderick avatar
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.
Taylor Roderick avatar
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
Taylor Roderick avatar
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.
Taylor Roderick avatar
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.
Taylor Roderick avatar
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.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Viewing and Reading Reports

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

Column Properties

Taylor Roderick avatar
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

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Graphs

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

Reports: Building Reports

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

Grouping in Reports

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

Report Export Enhancements

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