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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
- Network Manager
- Network Manager - Read Only
Go to https://app.riw.net.au and log in using your credentials.
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.
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.
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.
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 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.
If the report is intended to be a saved report (completed in the next step), the Set Value at Runtime 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.
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.
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 you.
You can also choose to Save the report.
On the Save Report screen, enter the Name of the report and click Save.
You can also choose the Enable Scheduling, which will allow the saved report to run at set times. The report can be emailed to any user (not just those with RIW System access).
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.
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