Create a custom report in URVA Report Builder

Create a custom report in URVA Report Builder

URVA's Report Builder is a powerful tool that allows you to create customized reports based on your business needs. Whether you need to analyze data from specific modules, track performance metrics, or generate reports for stakeholders, this guide will walk you through the process of creating and configuring reports efficiently.

In this guide, you will learn how to create a new report, configure essential settings, select data sources, and set permissions to ensure the right users can access the report. Follow these simple steps to start creating insightful reports that can help you make data-driven decisions.

Step 1: Access Report Builder

  1. Navigate to the home page of URVA. Click on the Admin Settings option.

  2. Under the admin settings, go to Report Builder.

  3. Click the +New button to create a new report.

Step 2: Configure Basic Report Details

  1. A new pop-up window will open.
  2. Under the Basic tab, add a name and description for your report.

Step 3: Select Report Module and Item

  1. Choose the Module- Select the Module (such as Activity, Collection, or User) for which you want to create the report.

  2. Select the Module Item- Choose the specific item related to the selected module. Note: This field is non-editable once the report is created.

Step 4: Enable Drilldown for Snapshot

  1. If you want to view a drilldown in the report along with a snapshot, click the checkbox to enable this option.

Step 5: Select Data Source

  1. Choose Linked Data Source- Select the Linked Data Source (such as Hierarchy, User, or Workflow Stages) that will be used to calculate the data.

Step 6: Choose Fields for the Report

  1. Select Fields- Based on the chosen linked data source, select the column fields you want to include in the report.

Step 7: Set Data Configuration

  1. Apply Logic and Conditions- Under Data Configuration, set the logic and conditions for the fields selected for the report. For example, you may want to view the report based on specific criteria, like hierarchy or a specific customer.

Step 8: Apply Filters

  1. Choose Default Filters- Under Filter, choose the default filters for the report. You can filter based on:
    • Time
    • User
    • Record Owner
    • Hierarchy
    • Occurrences

Step 9: Enable Snapshot (Optional)

  1. If you require a quick view and analysis of the data, enable Snapshot for the report. This will allow you to view the report along with tabular data.

Step 10: Set Permissions

  1. Select Roles- Under Permissions, choose the roles that will have access to the report.

Step 11: Create and View the Report

  1. Create the Report- Click the Create button. The report will be successfully created.

  2. View the Report- Click on the View option to view the report, including the snapshot.



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