👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
This guide will guide you through the process of creating custom reports in Report Builder. It explains how to choose form templates, add source fields, apply filters, save and schedule reports, export data, and delete saved reports. It is a thorough resource for anyone needing to create custom/bespoke reports.
🛠️ Prerequisites
Users must ensure that they have completed following listed actions:
Created a form template How to Create a New Form Template
Set up Groups to segment their supplier data Groups Module
Invited suppliers to complete their assessment Bulk Supplier Upload Process
📝 Step-by-Step Guide
(a) How to Create a Custom Report
1. Click on the Navigation menu.
2. Click on Reports module.
3. The landing page in Reports module is Report Builder
4. Switch the toggle on to Forms.
5. Click on Select Form Template to select the form template.
6. Switch the toggle on to turn on Most recent form only to build a report for the most recently created forms.
7. Click on Select group field to chose the groups you are creating the report for. In this instance, we selected FY22 and FY23 groups.
8. Click the Source field to add relevant columns to your report.
Each Source field is a column on your report.
Most frequently used source fields are:
Organisation - Name
Organisation - ABN
Organisation - Primary Contact
Types of risks (Country, Industry or ISRI)
Progress % - (used to retrieve a list of suppliers that have completed their assessment; progress% = 100)
Form Status - (used to ascertain the number of supplier forms that have been completed and submitted).
Important Note - Report builder has the capacity to retrieve all questions within your supplier assessment by adding each question to a new Source field.
9. Click on Add Field to add more source fields.
10. Click on the red bin icon to delete any source field.
11. Click on the grey funnel icon to apply a filter to the Source field.
12. Click on the Operator field.
13. Select the relevant Operator. In this instance we have selected '='.
14. Enter 100 in the Value field for 100% completed supplier assessment.
15. Click Build Report to retrieve the data from within the application.
(b) How to Save the Custom Report & Schedule the Report
1. To save this report, click on the Save + Edit Report.
2. Enter the name of the report in the Title field.
3. Click the Owner Type field and select Organisation (this will allow other members of your organisation to access the templates)
4. Enter the name of your organisation in the Owner field (please note that Acme Co is entered as an example only).
5. To schedule this report to be emailed to you at a frequency of your choice, toggle on the Schedule Report toggle.
6. Select the Frequency.
7. Click Next Run to select a date from the pop up calendar.
8. Enter the email address(es) of the intended recipient(s) separated by comma.
9. Click Save to save the scheduled report.
(c) How to Export data from Custom Report
1. To export this report at any point in time, click the Export Report button. The report will be sent to your nominated email address.
Please note that depending on the amount of data contained in a report, the application may take some time to collate this data and trigger an email.
(d) How to Delete a Saved Report
1. To delete a report, click on the bin icon.
The report will be deleted permanently.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.