Article: Create Custom Report

The Create Custom report allows you to build your report to gather the information you need in ACEMAPP. This report uses updated logic and an algorithm for speedier results.

How to Create a Custom Report (By Affiliation)

Step 1:

From your Home page, click on "Reporting" to open the Reports dashboard.

Step 2:

Locate the Create Custom report, and click "Run Report" to open the report.

Step 3:

"Reporting by Affiliation" only shows data for members directly affiliated with your organization. Select "View by Affiliation" to take you to the Affiliations page.

NOTE: View by Affiliation does produce faster results; however, it will not report on any member that is not directly affiliated with you.

Step 4:

Select a "Member Type(s)" on which you want to run the report.

NOTE: The Green Checkmark will select all member types, and the Red X will deselect all member types in the box.

NOTE: You can utilize any optional filters to help narrow down your results. Affiliations Programs and Affiliations Status.

Step 5:

Click "Load Partner Requirements" to select a partner's requirements to load, allowing you to choose those fields.

NOTE: This is optional, and you can only select one partner. You can also save your report, and those fields will be reserved for later use.

Step 6:

Select the fields you want and re-adjust their order as you wish. You can do this by dragging and dropping or arranging by numbers.

NOTE: You can remove a Chosen Field by simply un-checking the box or dragging the field back over to the Available Fields side.

Step 7:

Once your fields are selected, generate the report by clicking the "Run Report" button at the top of the screen.

NOTE: The report will refresh your current screen. If you wish to update any fields or options, you must go back and run a new report.

How to Create a Custom Report (By Rotation)

Step 1:

Click "Reporting" from your Home page to open the Reports dashboard.

Step 2:

Locate the Create Custom report, and click "Run Report" to open the report.

Step 3:

"Report by Rotation" only will display data for members based on Rotations.

NOTE: View by Affiliation does produce faster results; however, it will not report on any member that is not directly affiliated with you.

Step 4:

Select a "Member Type(s)" on which you want to run the report.

NOTE: The Green Checkmark will select all member types, and the Red X will deselect all member types in the box.

NOTE: You can utilize any optional filters to help narrow down your results. Rotation Programs.

Step 5:

Rotation Options

• Filling out this table will allow you to narrow your search to individual Rotation Segments.

Step 6:

Click "Load Partner Requirements" to select a partner's requirements to load, allowing you to choose those fields.

NOTE: This is optional, and you can only select one partner. You can also save your report, and those fields will be reserved for later use.

Step 7:

Select the fields you want and re-adjust their order as you wish. You can do this by dragging and dropping or arranging by numbers.

NOTE: You can remove a Chosen Field by simply un-checking the box or dragging the field back over to the Available Fields side.

Step 8:

Once your fields are selected, generate the report by clicking the "Run Report" button at the top of the screen.

NOTE: The report will refresh your current screen. If you wish to update any fields or options, you must go back and run a new report.

The Processing Table

This will immediately show you how many expected results and the system's progress as it pulls the data from those records. Once it reads Report has generated successfully, it has entirely run your report.

Save Report Configuration

Step 1:

If this Report Configuration is something you will use often, you can save this setup. Fill out a Report Name and click the "Save Report Configuration" button.

Step 2:

Once you save a Report Configuration, you will see it within the Saved Reports table.

Step 3:

When you save a Report Configuration when you click on "Run Report" for your Reporting Dashboard, you will now see it within the Saved Reports table. To rerun this report, click the "Report" and in the pop-up window, click "Run Report."

Step 4:

Clicking the "Edit Fields" button will allow you to change the fields within the saved report (ex. add new, remove current chosen fields, and re-order fields). Then once all field adjustments are made, click "Run Report."

Adding Saved Report on Reporting Dashboard

Step 1:

Add this Saved Reports Configuration to your Reporting Dashboard. Click on the "Edit" (pencil icon) button.

Step 2:

On the Saves Report Editor page, change the toggle to "Yes," under Display on custom reporting dashboard and click "Save'.

Step 3:

Now click on the "Reporting" tab in your navigation bar. On your Reporting Dashboard, select the "Favorites" tab. You will now see the Create Custom: Rotations Saved Configuration and can click "Run Report" right from the dashboard.

Export

The results can be exported into a CSV file by clicking the "Export." You can either select "Export All" or "Export Selected" from the drop-down menu.

Favoriting The Report

Step 1:

If this is a report you use frequently, you can favorite the report by clicking the "Star" button next to Run Report.

Step 2:

When you Favorite reports, a new tab will appear on your Reporting Dashboard. Click on the "Favorites" tab to view all favorited reports.