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Below you will find a range of training, instructional and support information for using the RIW System. You can browse the various categories, or type keywords into the search box. If you are new to RIW, please view the Getting Started category.
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How does a company create a custom report?
This article details how to create a custom report in the RIW System.
This instruction applies to the following user roles:
- Employer Admin
- Employer Admin - No Payment
- Employer Admin - Read Only
- Helpdesk
- Network Manager
- Network Manager - Read Only
1 | Go to https://app.riw.net.au and log in using your credentials. |
2 | Click on the Reports tab. Depending on the permission of the logged in RIW System User, users can either Create Reports or run, schedule or delete an Existing Report. This guide details the process to create a custom report. Click on Create Report.
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3 | On the Report Tables page, click on the + symbol to expand the table selection. Place a check in the required fields you wish to report, noting a maximum of 3 tables can be selected. Click Continue.
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4 | On the Report Columns page, select the columns required for the report, up to a maximum of 20 columns. To access more columns, click on Show All Columns. Click Continue when all required fields have been selected.
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5 | The Report Filters page also allows the results to be filtered, or to apply logic and run time filters, such as equal to, not equal to, contains, does not contain and has value. You can also filter the report by Employment Relationship:
The ellipsis button (three dots in the square as pictured below) can be selected to further refine reports with a True or False value, or the name of the value you wish to report on.
Note: A maximum number of 5 filters in each table row can be used. Alternatively, you can include additional filters using the green cross. To alter the report’s final structure, drag the arrows in the left column up or down to change the order in which the results will be displayed.
If the report is intended to be a saved report, Set Value at Runtime can be selected. This allows certain data filters to be set when running the report. Click Continue when complete. |
6 |  Once the report has been generated, it can be viewed on screen or exported as a comma separated value (CSV) file by clicking on Export.
The export function will result in the report being processed offline and a link being emailed to you. You can also choose to Save the report. |
7 | On the Save Report screen, enter the Name of the report and click Save.
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8 | You can also choose the Enable Scheduling, which will allow the saved report to run at set times. Enter the Start Date and End Date, the Repeat Task Every x Days/Months/Weeks and the email list. If emailing a report to more than one recipient, please seperate the email address with a comma.  When the report is generated, a link to download the report will be sent to recipients. |
Article link:
https://support.riw.net.au/support/solutions/articles/51000031691
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