OVERVIEW
This article details instructions about how to create a tabulated report in Lighthouse.
Note: Every user in Lighthouse can create their own reports in Lighthouse. However, for users to be able to view report data, they must have the appropriate reporting permissions. Permissions can be managed in the ‘Reporting Permissions’ tab in Lighthouse.
INSTRUCTIONS
LOG IN & OVERVIEW
1. Log in to your Lighthouse instance.
2. In the top menu bar, select ‘Reports’.
3. Then select ‘Report Builder’.
CREATING A NEW REPORT
1. In the top right corner, select the blue button titled ‘Create New Report’.
2. A new pop-up box will appear, under the heading ‘Type’ select ‘Tabulated’.
3. Under the heading ‘Data’, select the data set (module) you are looking to report on i.e. Gifts and Benefits.
4. Select the blue ‘Create’ button.
5. The shell of the report is now created. A new pop-up screen will appear titled ‘Select Report Fields’, showcasing a variety of fields you can report on. Select the fields that you require. Some standard fields you could select include:
- Status: The status of the item i.e. completed, deleted, pending etc.
- Submitted: The date when the item was submitted.
- Submitting User: Details of the person who submitted the item.
Note: if you’re experiencing difficulty locating a specific field to add to your report, you will have to refer to the backend of the module configuration. The label given for the question (in the backend) is what you need to be searching for in your report builder. For further assistance, please contact helpdesk@torque.software and they will be able to assist with locating specific fields.
10. Once you have selected the required fields, ensure the button ‘Add selected fields to report’ is selected.
11. Click the blue ‘Update Report’ button.
Note: if you would like to add additional fields to the report at a later stage, simply go to the ‘Actions’ menu in the report and select ‘Select Fields’ then add the additional fields you require.
12. To save your report, click the ‘Actions’ button in the top right corner.
13. From the drop-down menu, select ‘Save As’.
3. A new pop-up menu will appear. Type in the name you would like to give this report.
4. Press the blue ‘Save’ button.
- This report is now automatically pinned to your ‘Available Reports’ menu which can be located under ‘Reports’ > ‘Report Builder’.
EDITING YOUR REPORT INFORMATION
1. Click the ‘Actions’ menu in the top right corner.
2. Select ‘Edit Report Info’.
- Category = Add a category (e.g. Credit Card Reports) if it’s part of your suite of credit card reports.
- Name = The name you have previously given your report will show here, you can update it if needed.
- Description = Give your report a description i.e. what it does/shows.
3. Click the ‘x’ icon once you have completed your edits.
MODIFYING THE REPORT LAYOUT
1. With this newly created report, you can modify the order of the columns by ‘dragging and dropping’ the column headings into their preferred order.
2. You can also adjust the width of the columns by selecting the right-hand side of the respective column and dragging it to the left.
3. If you make any changes, please ensure you save your change by selecting ‘Actions’ > ‘Save’.
FILTERING THE REPORT COLUMNS
1. Click the funnel icon on the column you are wanting to filter data.
2. A pop-up menu will then appear.
3. Select the field/s of data you would like to sort by.
4. Click ‘OK’
5. To ensure the above changes have been saved, you can select ‘Actions’ > ‘Save’.
UPDATING COLUMN NAMES
1. Click the ‘Actions’ menu in the top right corner.
2. Select ‘Manage Column Names’.
3. Select the ‘+‘icon to create a new column name.
- Column Name = Select the column you would like to update.
- Heading = Enter the new column header name.
4. Click the green tick to save the changes.
5. If you make any changes, please ensure you save your change by selecting ‘Actions’ > ‘Save’.
SHARING THE REPORT WITH A USER/GROUP
1. To share the report with someone, click the ‘Actions’ menu in the top right corner.
2. Select ‘Manage Sharing’.
3. Click the ‘+’ button on the left-hand side of the pop-up menu.
- User/Group = If you would like to share the report with a User, in the User row, press the magnifying glass and search for the name of the person you would like to share this report with. If you would like to share the report with a Group, in the Group row, search for the group you would like to share this report with.
- View/Edit = If ‘Edit’ is selected, the nominated user/group will have permission to edit the report. If ‘View’ is selected, the user/group will only have permission to view the report (no edits can be made by them).
- Share to others = If you would like the nominated user/group to have permission to share the report with others, tick this box.
- Pinned = If you would like this report to be pinned to the users/groups reporting dashboard, tick this box.
4. Click the green tick button to save the changes.
Note: for users to be able to view report data, they must have the appropriate reporting permissions. Permissions can be managed in the ‘Reporting Permissions’ tab in Lighthouse.
SHARING REPORT URL LINKS
1. To share the report URL links with someone, click the ‘Actions’ menu in the top right corner.
2. Select ‘View Report URL Links’.
3. A new window will open, and you can select which URLs you would like to share
4. To share them, just copy and paste the links.
Note: for users to be able to view report data, they must have the appropriate reporting permissions. Permissions can be managed in the ‘Reporting Permissions’ tab in Lighthouse.
EXPORTING THE REPORT TO EXCEL
1. Click the Excel icon in the top right corner.
2. In your downloads, an Excel spreadsheet will appear, open the file.
3. Save the file as required.
Note: if new data is entered/updated, it will not automatically update in the downloaded Excel file. The export only captures the data at the time it was downloaded.
EXPORTING THE REPORT AS A PDF
1. Click the PDF icon in the top right corner.
2. In your downloads, a PDF file will appear – open the file.
3. Save the file as required.
Note: if new data is entered/updated, it will not automatically update in the downloaded PDF file. The export only captures the data at the time it was downloaded.
