Scorecard Report Overview

Intro to the Scorecard 7 DotNetReports Feature

The DotNetReporting tool is available for administrators working in instances with paid subscriptions and can be used to access default reports for scorecards, containers, measures, tags and actions. The DotNetReport builder can also be used by administrators to configure custom reports.

Accessing DotNetReports

DotNetReport are available in the Scorecard interface by going to the "Tools" option in the top navigation menu and then selecting "Reports". 

Once in the DotNetReporting tool, administrators will see a "Default Reports" folder and can click in there to access a library of pre-generated reports. User can also use the "Add New Folder" option to create one or more folders to organize the reports they will be creating for their specific instance.

Default Folder Reports

Reports in the "Default Folder" have been pre-generated to commonly requested summaries of data structure and data collected across scorecards, containers, measures, tags and actions. Administrators can click on "Default Folder" and then choose to "Copy" or "Run" any of the reports listed. Copying a report will allow the users to create a copy of the report that they can then edit as needed.

When running a report administrators will be able to print the report or export it to any of the following formats: PDF, Excel, CSV, XML

Creating a New Report

In order to build a new report, administrators will click on the “Create a New Report” button which will will open the Report Designer page. The Report Designer page will allow for the creation of custom report using following steps:

Choosing a Report Style: Administrators can select the style of report they want to create from "Choose Report Type"

• Administrators can choose to from two options for report display: "List" and "Summary"
  • "List" reports will display as a flat list of table data comprised of rows and columns
    
  • "Summary" reports will display data in a nested list that can be expanded as needed
    
• Selecting Tables for Report: Administrators can choose the table they want to include in the report by selecting the table name from the alphabetized list of tables that displays in the  "Choose Data for Report" dropdown

• Selecting Fields for Report: The data fields belonging to the selected table will display under the "Choose Data for Report" dropdown. Administrators can then choose the specific fields they want to include in the report by clicking the checkbox that appears next to each field or they can choose "Select All" to include all the fields in the report
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  • After selecting the fields to include in the report, Administrators can include data from more than one table by going back to the "Choose Data for Report" dropdown and choosing an additional table to draw fields from
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  • Customizing Report Fields: Administrators can apply custom settings for each field selected for the report, settings include:
    • Gear icon = More Options
      
      
      • Additional options include
        • Pick Data Format
        • Choose Column Label
        • Choose Text Alignment
        • Pick Header Text Color
        • Pick Background Color
        • Choose Width (leave blank for auto)
        • Make Header Text Bold
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    • Link icon = Link to another Report or URL
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    • X icon = Do not include in Report (field can be filtered against but will not display in report)
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    • Test Tube icon = Filter by this filed on the Report
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    • Garbage Can icon = Delete this field (field will be fully removed from report)
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    • Directional Arrow icon = Drag to reorder
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• Create Filters for Reports: Administrators can use the "Add Filter" option under the "Choose filters" section to apply filters for specific criteria to refine the results of the report
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• Schedule a Report: Administrators can create a schedule for reports to run and be sent to specific email recipients using the Choose Schedule section of the report builder
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• Add Name, Description and other Settings for Report: Using the bottom set of options, Administrators can name the report, add a description, determine the sort order, add the report to a folder and determine if the report should "Include Total Rows" and "Show only Unique Records". 
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• Running Reports: Once the report settings have been customized to the administrator's specifications then the administrator can choose to "Cancel editing Report", "Save Report" or "Save & Run Report". At a minimum the administer will want to "Save Report" so that their work is not lost.
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  • After running the report, the report will display in a preview and will provide the administrator with the following options:
    • Back to Reports (exists report and return to main report screen)
    • Edit Report (return to edit mode)
    • Print Report 
    • Export
      • Export format options: PDF, Excel, CSV, XML
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If you have any questions about the DotNet Report Builder, please reach out to support@clearimpact.com.