How to Run Reports
Posted by Elizabeth Stanley on 22 July 2021 03:58 PM
This guide will go over how to run and customize reports in EIOBoard.
Getting to the Reports
To get to the reports, select the report button on the toolbar.
Once on the page, you can Search, Run, or Create New Reports
By default, the following reports are available: https://support.savance.com/Knowledgebase/Article/View/45/0/what-reports-are-available-in-the-browser-interface
Exporting the Report
On the Report toolbar, the export drop-down exports to either Excel or a PDF. When you export to a PDF, the page layout is portrait. There are no options to change the PDF print to use landscape. Reports that show many fields of data should be exported to Excel for any additional formatting and the opportunity to print in landscape.
Run vs Design Mode
The customizable reports have two modes. The Design Mode allows you to make changes that persist after you've run the report. Alternatively, Run Mode will enable you to make changes to this only in this instance of the report. When you intend to run the same report regularly, make all of your changes in design mode. Otherwise, you can create one-time reports based on an existing report and its dataset.
Create a Custom Report
To create a custom report, select “Create New Report,” and the following popup will appear:
Here you can choose which dataset or standard report to base your custom report off of. For most basic reporting on staff or visitors, the In-Out History Summary report is an excellent report to clone.
Edit a Report
Whether you're in Run or Design Mode, once you are in the report screen you can customize the report
To set up Custom Filters to filter on any field, see our knowledgebase article here: