Reports - Basic

Report Creator Report Creator is our tool for easily creating reports with nice layouts and flexible criteria Not to be confused with Report Generator, which we are moving away from

Columns Where we select what information to pull from a case Four different report types available Can be saved for re-usability

Design Where we create a layout for the report Flexible design tool

Criteria Where we define the filtering options for our column selection Criteria can be reused for multiple reports or custom find lists

Associate Report Joining Criteria and Design together to save a report entry Renaming of final report Different types of report options

Custom Report Security Setting Security Group permission on reports and criteria