Reports User Guide
This Reports Guide covers the basic aspects of reports for the typical Collaborate User that is responsible for creating reports and running them when it is time to gather stats about the clients your agency has served. This document also has links to several training videos related to reports.
Report Solution Articles
Click any of the following links to see articles related to a particular aspect of reports:
- Running an Existing Report
- Quick Reference Rules & Tips for Building Reports
- Creating Dynamic Reports
- Report Edit Mode Layout
- Arranging and Working with the Listview
- Working with Report Filters
- Working with Crosstabs
- Working with Pie Charts
- Working with Bar Graphs
- Working with Line Graphs
- Working with CSV & PDF Outputs
- Aggregating Columns in the Listview
- Advanced Add Columns
Reports Technical Reference
If you consider yourself “technically inclined” you might choose to also take a look at our Technical Reference Manual which covers all the topics in the Reports Guide, and goes an extra level to discuss the underlying reasons and mechanisms of how the Collaborate Report Engine retrieves and processes data. It also discusses other advanced techniques to gather and extract information for highly complex reporting needs.