Create and Edit Reports

The Reports module gives you access to a range of reports for viewing and comparing information from across your WeTrack system. Reports can be downloaded as PDF or XLSX files and sent automatically by email as often as you choose. Reporting is available for every WeTrack module.

You can create a report with a single section or combine multiple sections to display different data sets in one view. Creating one report with multiple sections can streamline report sharing, as all sections are included when reports are shared immediately or scheduled. When exporting, though, you can choose to export the entire report or just the section you are currently viewing.

A report's sections are listed in the left sidebar of the report builder:

• Navigate between the sections by selecting a section.
• Click Reorder to open the Reorder Report Sections modal and change the order of the sections.
• Click Add Section to add a new section to the report.

In this article:

• Create a Report
• Build a Report Section
• Edit a Report

Create a Report

1. In the left-hand sidebar, go to Reports.
2. Click Build New Report. The New Report > New Report Section page opens.
3. Choose the module you want to report on (such as Planning or Control), then choose a report type (such as Department summary, History, or Tasks). Different modules have different report types.
4. Select a pre-built template (such as All History for Last 7 Days) to create the report with the template as the report's first section. In the template list, you can see which filters are included in the template; you can update these filters as you build the report.
   • Click Build to open the template in the report builder.
   • Click Preview to open the template in the report previewer. You can go to the report builder from the previewer.

Build a Report Section

Fill in the following details for your section:

• Section Title: Type a name for this section of your report.
• Edit & Sort Columns: Choose which columns appear in the report, the order they appear in, and how the data is sorted. You can also reset to the default settings for the report type.
• Filters: The filters for the report template display. Update the filters as needed:
  • Click the X on a filter to remove it, or click the freestanding X to remove all filters
  • Click the + plus to add additional filters.
• Archived: Check to include archived items in the report.
• Show more info in the Extra Row: Depending on the report type, you can choose to display an extra row which includes dependencies, sub-tasks, actions, comments, history and more.
• Description: Enter text to appear before this section of the report. This applies to the section only, not the report as a whole.

Click Preview to preview the report section at any time.

To save the report and the report section, go to the preview and click Save. The Save Report modal opens. In the modal:

1. Add a title for the report as a whole.
2. Add a description.
3. To share the report with other users, click Save as Suggested Report for other users.
4. Click Save.

Edit a Report

To edit a report:

1. On the Reports page, click the three-dot icon on the right of the report's row and select Edit Report. The report builder opens with the first section open.
   • Update the report section as needed.
   • Click Preview to preview the report section at any time.
   • Select other sections to edit them.
2. To save your changes, preview any section.
3. Click Save. A confirmation pop-up displays.
4. Select whether to:
   • Overwrite (save the changes to the current report)
   • Save as New (save a copy of the report with the changes, leaving the original report unchanged).