User Built Reports

Enrollment Manager users can build reports using the standard out-of-the-box functionality of MS CRM Dynamics, the platform upon which Enrollment Manager is built.

These reports can be created, modified and run in the Reports area of Enrollment Manager which is found in the Workplace area under Workplace à Reports.

Building, editing or running reports requires no special language or advanced programming knowledge, however it is helpful to have a strong working knowledge of Advanced Find concepts.

Enrollment Manager Standard Reports and Reports related to RuffaloCODY Services are not built using the standard toolset referenced in this section. They are created expternally by RuffaloCODY development staff and uploaded back into the system with filtering options.. Therefore, these reports cannot be modified or recreated from the user report builder area.

User built reports can be created by RuffaloCODY staff on behalf of clients. Requests for reports that are beyond the scope of a User built report require development resources and are subject to time, cost, prioritization and resources.

Creating a new user built report

1. From the main menu, go to Workplace, and Reports.

2. Click New on from the top left corner to begin a new Report

3. Keep the default Report Type of Report Wizard Report and click on the so-named icon to launch the Report Wizard and go through the following steps:

  • Choose the starting point for your report: Start a New Report or Start from an Existing Report
  • Indicate the Report Name.
  • Specify the primary and related record types. These types should be set based upon the information that you wish to display in your report results. Results can show data in fields that are directly on the primary entity, on the related entity, or records that have a 1-to-1 relationship with either entity
  • Set your filtering criteria for your primary and related record types. This area functions like Advanced Find and will only pull data based on the criteria that you set. For the primary record type (top filter) you should set your criteria based on the records you wish to retrieve. For the related record type (bottom filter) you should indicate the criteria for only those related records that you want to see. 
  • Add the columns that you wish to see in your results. In the layout area, click the so-named field to add a column.
  • For Record Type, choose from the primary record type, related record type, or one of the types related to either
  • Next, for column, choose the specific field that you'd like to display, and add groupings if desired
  • For Report Format, leave the default for Table Only 
  • Confirm the Report Summary.
  • Once the system has confirmed that your report was successfully created you can click Finish to exit the Report Builder wizard. 

Setting the primary and related record types

The primary and related record types should be chosen based on the the results that you wish to see in your reports. Keep in mind that you will be able to add columns or fields on the report that are directly on the primary entity, on the related entity, or records that have a 1-to-1 relationship with either entity

For example, if you want to see contact information, opp status value, and interests, your primary entity should be Opportunity and your related entity should be Interests. 

From the Opportunity - the primary entity -  you will be able to add columns for the status value (directly on the Opp) and the address fields, home phone and email address on the Interested Person (1-to-1 relationship with the Opp).

From the Interests - the related entity - you will be able to add columns for the Interest Value (directly on the Interest). 

Adding Columns to the Report Layout

The report builder wizard will include a section on adding columns to your report layout. The area is similar to the area within Advanced Find that allows you to add columns to your results. 

Running a user built report

To run the report by first confirming the filter: 

1. From the main menu, go to Workplace and Reports.

2. Click on the report that you wish run, 

3. You will be taken to the filter area to confirm the filter settings. You can modify on the fly, if desired. 

4. If the filter settings are as you wish, click Run Report

To run the report without stopping to confirm the filter

1. From the main menu, go to Workplace and Reports.

2. Click on the report that you wish run, then click Run Report on the top menu

3. The report will automatically run with the default filters. 

Modifying a user built report

From the main menu, go to Workplace and Reports.

Click on the report that you wish to modify, then click Edit in the top menu.

Click the icon to launch the Report Wizard. 

By default the settings will be such that you will be 

  •     starting from an existing Report (the one you wish to modify) and 
  •     overwriting the existing Report

Continue through the Report Wizard making modifications as desired. 

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