Run & Customize User Reports

Utilize User Reports to build customized reports for your business.

Add a User Report:  

To get started, go to System > Reports.

 

Go to User Reports > Add New Report.

 

Once on the Reports screen, the first thing you'll want to do is Name Your Report.

From here, you'll use the following tabs to customize your report:

✔️Report Builder

✔️Advanced Filtering

✔️Run Report

Report Builder:

Under Basic Filters, you'll select Case Types, Case Status, Case Tags, and Branch.

 

Tip: Case Status and Case Tags are identifiers unique to your organization. See Add, Edit, & Delete Case Statuses and Add, Edit, & Delete Case Tags for more information on how to set up Statuses and Tags.

 

Next, you'll start to Build Your Report.

Choose the Rows show results for drop-down.

This signifies what each row will represent in the report (such as, by Branches, Case, or Events & Services).

Once you make your row selection, the Available Report Information will contain all the data from Passare that can be reported on in the columns of the report.

Know what data you are looking for? Utilize the Search Bar to type in information to quickly make your selections.

Drag and Drop the fields you'd like displayed in your report into the Build & Organize Report Columns.

You can also reorder your columns in this section by dragging, and dropping the title in the desired order.

user reports

Advanced Filtering:

Next go to the Advanced Filtering Tab.

The Date to Filter On defaults to Case Created Date.  

The rest of the drop-downs will require you to choose a selection for your report.

Run Report:

Under the Run Report tab, you can set up all report options, such as when to run the report, report format, and how the report should be delivered to you.

 

You can also turn on Schedule to Run Automatically, which will automate the reports that are requested frequently.

Select how often and the time you would like the report to run.

 

After all of your selections are made, either Save & Schedule or Save Without Running.

Once you Run the report, it will be available in the Download Center.

From the Download Center, you can Save, Download, or Email the report.

Need More Information?:

 

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!