Create and run a report

Create reports to analyze your organization's data and run reports whenever you need the latest information.

Before you begin

• Access Reporting
• How reporting permissions work

Create a report

1. From Applaud admin, select Reporting.
2. Select Create report.
3. In Report builder, enter a report Name and Description.
4. Choose a report type:

• Detailed – Displays individual records with selected columns. Use this report type for lists and detailed operational data.
• Summary – Groups records and performs calculations such as totals, averages, and counts.

5. Configure the report based on the selected report type.

• Detailed reports
  • Select the data fields to include.
  • Optionally add filters, parameters, and sorting.
  • Choose whether the report is Personal or Shared.
  • Select a storage folder.
• Summary reports
  • Select the fields to group by.
  • Choose the fields to summarize and the calculation for each field.
  • Optionally rename columns, add filters, parameters, and sorting.
  • Choose whether the report is Personal or Shared.
  • Select a storage folder.

6. (Optional) Select the Live preview tab to review the report before saving it.
7. Select Create report.

The report is added to All reports and the folder you selected.

Run a report

1. In Reporting, locate the report you want to run.
2. Select Run.
3. Review the report configuration in About this report.
4. Select Run report.

The report runs using your selected configuration and the data you have permission to access.

Next steps

• Filter report data

Related articles

• Example: Measure case workload with a summary report
• Schedule a report
• View report runs
• Analyze reporting trends

Reference

• Reporting metrics reference