In LineLeader Enroll, we've redesigned our standard reporting interface to empower you to configure, modify and save our reports to meet your specific needs. If you would like a more high level understanding on the different reports we provide, common filters used, benchmarks and suggestions and how the reporting can help you make data driven business decisions see our Best Practices for Standard Reporting guide.
Overview
In the left-hand navigation, click Reports > Standard.
Click to expand the relevant report category, and then click the button for the desired report.
Select the desired options and click VIEW.
(Optional) Manipulate the data until it displays the information you want.
(Optional) Do something with the results: save, export, share and/or schedule.
Step 1: Click Reports > Standard.
Step 2: Click to expand the relevant report category, and then click the button for the desired report
Step 3: Select the desired options and click VIEW
Note that you can expand the Select Fields section to see the fields that will appear in your results by default. You can add fields or remove fields as desired. You can also click the report button to reopen the form and make different selections.
Step 4: (Optional) Manipulate the data until it displays the information you want
LAYOUTS
Layouts can be changed by clicking Options near the top right:
LAYOUT: FLAT FORM
Flat form is a view that shows the data in a table format:
In Flat Form, you can:
Drag and drop columns to rearrange their order.
Sort data by mousing over a column header and clicking on the arrow that appears.
Sort data for multiple columns by holding down Ctrl while clicking to sort.
Filter data using the Add Filter icon near the top right.
Resize columns by dragging the border between column numbers.
Click “Fields” to remove data you don’t need or add addition data as desired.
LAYOUT: CLASSIC & COMPACT FORMS (PIVOT TABLES)
Pivot tables organize and summarize your data and perform calculations on your data:
In Classic and Compact Forms, you can:
Design your pivot table by clicking Fields and deciding which field(s) should be broken out into different rows, which should be broken out into different columns, which should be used to filter your results and which should have calculations done on them.
For example, you could create a pivot table that counts task types (the calculation and the field being calculated) by area and by task type (fields to be broken out into rows and columns) and filtered to just show completed tasks.
CHARTS
You can visualize data by hovering over “Charts” and the clicking one of the chart options. (Don’t move too quickly or else the system won’t catch your click!)
Switch back to your data table by clicking “Grid”.
The chart will mirror your data table. For example, if your data table is sorted alphabetically or by values in ascending order, your graph will be the same way.
You can hover over a chart element to see the data it represents.
You can drill down into the data by clicking a chart element.
FORMATTING
You can apply formats to any layout by hovering over “Format” and selecting “Format cells” or “Conditional formatting”.
Step 5: (Optional) Do something with the results: save, export, share and/or schedule
Once you have the data organized and displayed the way you want (whether as a table or a graph), you have several options:
Export the data by hovering over “Export” and selecting a format.
Save the data. This will create a new button under My Saved Reports labelled however you want. When you click the button, the exact format and view you saved will reappear. (To have a report update over time, for example a report that shows you data from the previous week or month whenever selected, have a field that contains time in your filter, and use “Last” followed by the timeframe desired. Every day you open that saved report it will show updated data.)
Share saved data by clicking “Share”. This puts your saved report under other people’s My Saved Reports section.
Schedule saved data by clicking “Schedule”. Selected recipients will get an email linking to your saved report.
Cancel a Schedule Report - Simply locate the report and click on the Schedule Report icon to see 'Cancel Schedule"
