- Build/Create Report Templates in Ready Apprentice
- View Report Templates in Ready Apprentice
- Filter Report Templates in Ready Apprentice
- Export Report Templates in Ready Apprentice
Build/Create Report Templates in Ready Apprentice:
To create a Report Template in Ready Apprentice, Click Report Builder in the navigation menu.
Or from inside the Report Builder Dashboard click "+New Report Template" on the right hand side.
To create a new report template, follow these three steps:
1. Choose Fields:
You need to select which data you want to export from the system.
Click on the table where the data you need is located (e.g., Registration).
Then, pick the specific data you want. You can choose data from different tables too.
2. Set the Order:
Now, you can decide how you want your report to be organized.
Pick fields from the data you're exporting.
Choose how you want the results to be sorted.
3. Apply Filters:
To get the specific results you want, you'll need to apply filters.
Go through the table where your data is and select the field you want to filter.
You can have multiple filters from different tables. After that, set the criteria.
Once you complete these three steps, give your report a name. If you want, add a description, and then click "create."
After creating the report, you'll see a summary of it, and you can choose to export it to CSV. Click this option to generate the report.
Every time you create an export from the report, it's saved in the Report Instances Job Queue.
View Report Templates in Ready Apprentice:
To View a Report in Ready Apprentice, Open the dropdown menu labelled "Report Builder" in the navigation menu, click View Reports. This will take you to the Report Templates dashboard.
Filter Report Templates data in Ready Apprentice:
Use the Add Filter drop down menu on the left of the dashboard to filter the Report Template data by name.
Export Report Templates in Ready Apprentice:
Use the Export button on the right of the dashboard, followed by "New Export"
This will open the New Export Template modal. Fill out the available fields and click submit.
