Basic Report Functionality

Basic Report Functionality

Purpose

This document outlines basic report functionality within the Elevated system.

The report functionalities listed in this guide will be available in almost any report that you are viewing in the system. If you have any questions about report functionality in general or report functionality on a specific report, please reach out to your designated specialist for assistance. 

Basic Report Functionality

This guide will go over how to utilize basic report functionality such as filtering, sorting, adding columns, removing columns, re-ordering columns, saving reports, and exporting reports. 

Filtering

When you are viewing a report, you can access filters by selecting the arrow icon shown in the screenshot below:



Once you have selected the arrow, you will then see the filtering options for each column in the report.



There are two types of filtering when in any report:

Numeric Filtering - Allows you to filter number or date-based columns with general numeric functions. Below are the filtering options available for numeric columns:
  1. Equals
  2. Does Not Equal
  3. Greater Than
  4. Less Than
  5. Greater Than or Equal To
  6. Less than or Equal To
  7. Between
  8. Not Between
  9. Is Null - Is Empty
  10. Not Null - Is Not Empty




Text Filtering - Allows you to filter text-based columns with general text functions. Below are the filtering options available for text-based columns:
  1. Equals
  2. Does Not Equal
  3. Starts With
  4. Not Starts
  5. Like
  6. Not Like
  7. In
  8. Not In
  9. Is Null - Is Empty
  10. Is Not Null - Is Not Empty
  11. Between
  12. Not Between




How to Apply a Filter to a Report

  1. Locate the column that you are wanting to filter
  2. Select the drop-down to choose the type of filter you are wanting to apply
  3. Type the value that you are wanting to filter in or out of the report
  4. Select the refresh icon in the top right corner of the report to apply the filters you set



In the screenshot above, we set a filter in the first name column to only show us employees in the report who have a first name that starts with the letter A.


Sorting

You can sort a column by ascending or descending order in reports.

How to Sort a Column

  1. Locate the column that you are wanting to sort
  2. Select the upside down triangle icon at the top of the column
  3. Select Sort Ascending or Sort Descending
  4. The report will automatically refresh and sort the report based on your selection





Info
Please Note: The system typically only allows for one column to be sorted at a time. If you would like to sort multiple columns at the same time, you will need to hold down the Control (CTRL) key on your keyboard when following the steps above.


Adding/Removing/Re-Ordering Columns

Most reports within the Elevated System are not limited to the columns that you see when you initially run the report for the first time. You can add in new columns of data, remove columns that aren't needed, and re-order columns within the report.

Below are the steps you can take to add, remove, or re-order columns within your report:
  1. Select the lower set of ellipses in the top right corner of the report
  2. Select Add/Remove Columns...



  3. A window with the following will pop up:
    1. Available Columns - Columns that are available to be brought into your report but are not currently in your report
    2. Current Columns - Columns that are currently in your report




Adding a Column

  1. In the Available Columns section, locate the column you are wanting to add to your report
  2. Select the checkbox next to the column
  3. Select the Add button



  4. You will then see this column added to the bottom of the Current Columns section




Removing a Column

  1. In the Current Columns section, locate the column you are wanting to remove from your report
  2. Select the checkbox next to the column
  3. Select the Remove button



  4. You will then see this column removed from the Current Columns section


Re-ordering Column(s)

  1. In the Current Columns section, locate the column you are wanting to move in your report
  2. Select the checkbox next to the column
  3. Use the arrow buttons in the lower right corner to move the column up or down in the report




Once you have finished adding columns, removing columns, or re-ordering columns, select Apply to apply these changes to the report.




Saving Reports

There are two different options to save reports within the system.
  1. Save View - Will allow you to save over the base report that you are currently in
  2. Save View As - Will allow you to save a copy of this report for your own personal use without affecting the base report

Notes
Please Note: If you save over an existing base report that is shared with others, it will also update their view. While this can be helpful, it is generally recommended to use Save View As if this is a report that you only need for yourself.

Below are the steps you can take to save your report:
  1. Select the lower set of ellipses in the top right corner of the report
  2. Select Save View... or Save View As...



    1. If you selected Save View... 
      1. Select Save & Run
      2. The report has now been saved over the current base report


    2. If you selected Save View As...
      1. Enter a name for your saved report
      2. If you would like this report to be the first report that you see when you navigate to this area, check the box next to My Default
      3. Ensure that the Run Immediately box is checked
      4. If you would like to share this report with others, check the box next to Share and then select who you would like to share this report with
      5. Select Save & Run
      6. The report has now been saved





Accessing Saved Reports

To access reports that you have saved in the system, navigate to the Menu > My Info > My Reports > My Saved Reports

Once you have located the saved report that you are wanting to run, select the play button to run the report




Exporting Reports

The Elevated System allows you to export (download) reports in many different file formats. 

Below are the steps you can take to export reports out of the system:
  1. Select the lower set of ellipses in the top right corner of the report
  2. Select Export...



  3. Select the file format type you would like using the drop-down
  4. Uncheck the box next to Display Header/Footer
  5. Select the Export button



  6. The report will then download to your computer in the file format that you selected above.


Notes
Please Note: You can also schedule reports in the system to be automatically emailed to yourself or another specified email. Please reference our How to Set Up Automated Report Emails article for instructions on how to set these up.

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