Agent - Insite - How to execute a report object

Insite - How to execute a report object:

Overview:

This document will walk a user through the process of navigating the folder structure in Insite to get to a report of interest.  There are two approaches that will be described, while Option 1 is the preferred method.

1. Now that you’ve located the reporting object you want to execute (see Best Practices By Month Report in the screenshot below), all you need to do is left click on the report name for it to start to execute.  When it is running this first time, it is running based on the filters saved in the report when it was uploaded to production and will only reflect the data that you are allowed to see based on your role.

2. Once the report runs, you get a view with some options in the grey bar at the top (Back, Save, etc.) while the data for the report is in the main content pane.  This reports shows a variety of metrics down the left with a few months across the top.

3. In the grey bar below the Decisiv logo, you’ll see a variety of options, each of which are described below:

1. Back – clicking this will take you back to the list of reports you were looking at previously.
2.  - This button will allow you to save the report (if you have the relevant permissions to do so).
3.  - This button allows you to export the report results to a variety of formats (see step 7).
4.  - This button is for the report filters.  Clicking this will bring a pop-up to the screen for further interaction with the report.

4. Per step 3d above, once you click the report filters button, you’ll get a pop-up that allows you to further refine the results of the report.  In this report you can change the dates of interest, choose one or multiple service providers, and other filters below.  A few notes on the types of filters:

1. Date filters – Users can either choose a relative range of dates using keywords (Year, Quarter, Month, Day) and simple math, manually type a date of interest into each box, or you can click on the calendar icon next to each box and choose your dates that way.
2. Choose one (or more) – In the Service Provider Name example below, users can left click on the locations of interest one by one, and they will move to the Selected tab.  If you picked one accidentally, you can go to the Selected tab and deselect it.  You can also use the Search List box and start to type in the values you want and a filtered list for you to choose from will show up below it.  You’ll still need to click on the values of interest to get them to the Selected tab though.
3. Text contains – These filters may look for a certain string of text in the values of the field the filter is built upon.  This type of filter is NOT case-specific.
4. Drop down – These types of filters allow the user to choose ONE value from a list of values.

5. Once you’ve made all of your filter selections, you’ll need to click the Apply button to have the report executed for those specific values.  Once the report behind the filter box has refreshed, you can click the OK button to return to the results.

6. Some users (depending on their role) may have the ability to save their filter choices for a report so they can re-execute them with one click in the future.  If so, the Save button will be available and not greyed out.  When you click the Save button, another pop-up will appear allowing you to name the set of filters you’ve applied to the report for easier access later.

7. Now that you’ve run the report with your filters of interest, you’ll most likely want to export out the results for further analysis/visualization.  When you click the Export button () you’ll see a variety of output options to export to.  Some outputs like PDF, DOCX, PPTX will bring your results in a picture format, while others like EXCEL and XLSX will bring the data in more of a raw tabular form (as long as the report doesn’t have charts, which will be converted to pictures).