Access owned reports

The reporting module provides a set of pre-defined reports that have been designed by us at Access. These appear to the users with Custom Reporting – Admin permission and must be shared with Custom Reporting – Standard users for them to view. These reports are not editable, but if you do wish to make changes, you may duplicate it and make the change within the duplicated report

Save custom reports

You now have the ability to duplicate, edit, save, and add new reports. Select a dataset you wish to make the report for (Currently only Employee is available in this release) and you can then make changes as your requirements need and save it to be used again later.

Share reports

Once you have a report designed you wish to share with Custom Reporting – Standard users, you can choose which user roles to share this report with. This gives you granular access and a straightforward way to see and manage who has access to what. They can still filter and sort these reports, but don’t worry, these changes are not permanent and only impact that user.

Remember, the data within the report can be seen by Standard Users even if they do not have access to that data elsewhere.

Group/pivot data

Reports can now be grouped and pivoted on to provide overview data and breakdowns, using the powerful tools within, you can group a report on a particular column, apply a filter, and then also select a value for that grouping to see things such as sums and averages.

Manage columns (Add, Remove, Filter, Sort)

Custom Reporting – Admin users can go into a report’s edit mode, from here they can filter, pivot, add, hide, sort, or remove columns as they see fit. These changes can then be saved to the report.

Caching

To ensure a speedy response time within the module for such a large array of data. We have implemented a caching system. When a report is first pulled up, it will take the most recent cached copy of the data. This should be sufficient for most use cases, as most reports do not need an up-to-the-minute set of data. However, if you do require a more up to date set of data, the most up to date set of data can be requested by clicking the refresh button. Whilst the latest data is being retrieved, you can still go about the system as you normally would and come back later. No more waiting for large reports to run.

Dynamic dates

To make reports ‘One-click-run' for you, we have implemented a new concept called Dynamic Dates. In our previous reporting modules, you were asked to provide filter such as cohort, org chart and specific dates every time. Now, with Dynamic Dates, you can apply a date range to a column using more colloquial terms such as ‘This Calendar Year’, ‘This Financial Year’ or ‘This Month’ and the system does the rest for you based on the date you run the report. This ensures when you apply a date filter to a column and save it to the report, you are not having to reapply dates every time you go in.