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Reading and Building Reports
46 articles
Troubleshooting: Report with Limit Section and/or AliasesThis article discusses the best practices for troubleshooting limit sections.
Restricted ReportsThis article discusses the functions of a restricted report
Reporting: New ClientsThis article will guide you through running a report to determine your new clients for a specific period.
Aggregate Report: Advanced FeaturesAdvanced features for aggregate reporting. Includes Grid or Section copying, report copying and exporting the report.
Aggregate Report CalculationsThis article helps explain the different cell calculation properties
Advanced Aggregate Report OptionsThis article explains the advanced features of aggregate reporting
Best Practices: ReportingThis article will guide you through our best practices for reporting.
Reporting on Checkbox FieldsReporting on checkbox fields can be tricky. This article provides guidance on how to efficiently report on checkbox fields.
Reporting on Registration GridsReporting on registration grids have to be set up a certain way in order to prevent duplicate rows.
Copy Aggregate Grids and ReportsThe Aggregate Report Builder allows you to create reports that offer a high-level or summary view of your data.
Wildcard ValueWhen a % symbol is typed into a search field, it acts as a wildcard value.
Filter Logic (Reporting)
Filtering Reports at Run TimeWhen a report is built, it may include filters to refine or narrow down what data is pulled from the database.
Hide Total Row Counts in ReportTotal row counts in report sections can be suppressed or hidden from display.
Strategies for Success With Large ReportsThere are several ways to accommodate the need for comprehensive reports while providing a positive experience.
Red Error Message When Editing Report
Printing A ReportThis article describes how to print a report from the reports list.
Copy Reports and Report Sections
Report Builder Columns and Auto-Run
Comparison Filters
Matches Any and Matches AllSetting filter properties in reports using Matches Any Option, Matches Any Of, Matches All Of, and Matches All Options
Report PropertiesReport properties govern the way reports select and filter data from your Apricot database.
Creating a New Aggregate ReportStep by step instructions for creating a new aggregate report containing a new grid.
Editing Reports
Global ValuesA Global Value is a date, word, or number that can be easily updated in filters across multiple sections of a report.
Building a Record ID-Based Report for Importing Data
Summary ColumnsApricot's Report Builder has special summary columns that allow you to pull summaries from one section of a report to another.
Reporting with Multiple Tier 2 Forms and Linking FieldsBuilding reports with Multiple Tier 2 forms with Linking Fields
Report CountsApricot's Report Builder has a strong quantitative component and allows for several levels of counts.
Group FiltersUsing a group filter can help you pinpoint very specific data in a very large data set.
Aggregate Report Builder: IntroductionThe Aggregate Report Builder is a premium feature that allows you to create reports showing a high-level or summary view of your data.
How to Build Reports: Table of ContentsHelp Documents for Building Reports in Apricot.
Section Properties in ReportsThis article will provide you with a tour of how you can access properties to adjust the information displayed for different report sections
Running ReportsAfter reports have been created and published, they can be run at any time to view the refined data.
Advanced Report Features: RequiredThis feature in the Apricot Report Builder can display records that have been filled out or identify those that have not yet been completed
Aliases
OutcomesThe Apricot Outcomes tool allows you to incorporate your organization's outcome goals and performance targets into your reports.
Exporting ReportsReports can be exported into a spreadsheet from both the My Reports screen and the run version of the report itself.
Column Properties
Calculation Columns
Comparison ReportingComparison reporting allows the Apricot Report Builder to compare data that has been collected in different records of the same form.
Using Filters in Reports
GraphsThe graphing feature in Apricot's Report Builder allows Administrators to create graphs.
Reports: Building ReportsApricot's Report Builder tool allows you to create and edit reports.
Advanced Report Features: LimitThe "Limit" feature in the Report Builder can display records that were created earliest (first created) or most recently (last created).
Grouping in Reports