Pretty much any report can be generated from the application data using the method below. First you need to create your report template and then generate the report based on the applications you wish to report on.
To generate a new report template:
1. Click on the Reporting tab - Under the heading 'Application Report downloads' click on 'Excel Report List'.
2. Click on the button to add a new report, create your desired name for the report and select the layout (which application form the report should pull data from), then click add.
3. It should direct you back to the excel report list, now click on add/view report on the right of your report. You can now start building your report columns. The first page shows data form the application form, to add any of these fields to your report, drag the field from the right list to the main section to its left.
4. You can rename these fields at this point to something you will recognise. Keep it short and simple as the report will be downloaded to a spreadsheet after. Click on update and next or skip and next once you have all the fields you require from the application form.
5. The next page shows all the other information that we hold about the application, follow the same process as before bringing your required fields to the left and renaming as you wish.
6. The next page will show all the fields you have selected, here you can reorder them by dragging each to its position in the list. Click update to save.
To download your application report:
Now that you have build your report template, you can report on this anytime. On the applications tab, filter and search which applications you wish to report on, for example, applications applying for a intake date range or at particular status.
Now to generate your report click on Excel on the bottom right of the applications table, select your report from the pop up window and click generate.
It will automatically direct you to the Excel Report List. This page can be located manually from the Reporting tab - Under the heading 'Application Report Downloads' - Download Excel Report.
This page shows all the recent reports requested. The download time depends on how may applications and fields you are reporting on, it should take just a minute or so for a relatively small number applications. If you want, you can leave this page, continue your work and check back later to see if it's ready to download.