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How does a company create a custom report?
Reporting is a useful tool available to many different users in the RIW System. User permissions dictate the types of reports that can be run or accessed; pre-defined system reports or custom reports. This article will detail how a company can create a custom report.
This instruction applies to the following RIW System User Roles:
- Advanced Project Admin
- Employer Admin
- Employer Admin - No Payment
- Employer Admin - Read Only
- Network Manager
- Network Manager - Read Only
Step 1: Log in to the RIW System
Go to https://app.riw.net.au and login using your credentials.
Step 2: Access Reports
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.
Step 3: Configure report
On the Report Tables page, select the themes required to generate the report by expanding the list by clicking on the + button and placing a check in the required fields. Note that you can choose more than one field.
Click continue when you are ready to progress.
Step 4: Define reporting columns
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 the Show All Columns hyperlink. Click Continue when all columns have been selected.
Step 5: Define reporting filters
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.
A displayed ellipsis (three dots in the blue square as pictured above) can be selected to further refine reports either via a True or False value or a name of the field being reported on.
Note: A maximum number of 5 filters in each table row in a custom report can be used when using the ellipsis or through adding additional filters using the green cross, which represents additional parameters.
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 and Click Continue.
If the report is intended to be a saved report (completed in the next steps) the Set Value at Runtime (as circled above) can be entered before continuing, which will allow certain data filters to be set only at the point of running the report.
Click Continue when complete.
Step 6: View report
Once the report has been generated, it can be viewed on screen or exported as a comma separated value (CSV) file. To ensure the integrity of the RIW System when generating larger reports, the export function may result in the report being processed offline and a link being emailed to the user. Users can expect the email within a few minutes.
Step 7: Save and schedule reports
Users can also elect to Save the report.
Saving the report will allow a user to schedule the report to run at set times and automatically e-mail it to recipients (note: this can be emailed to any email address, not just those registered in the RIW system). Fill in the details as per below to schedule the report, and be sure to tick the Enable Scheduling checkbox if required. Click Save when complete.
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