Reports - Reports Builder - designing a basic report

BridgeStation Knowledge Base > BridgeStation Web Edition > Modules
Use the reports builder to create your own filtered reports of BridgeStation data!

To begin designing a report, first open the report menu. Click the Create Report... button to begin a new report design. Alternatively you can click on a Report Name to edit an existing design.

You will be presented with four panels. The panels are:
 
Panel Description
Field Picker Use the field picker to select BridgeStation fields that you would like added to the results columns or the query conditions. This panel is useful for adding multiple fields in one go.
Result Columns Specify and manage result columns with this panel. Any field added to this panel will appear as a column in the Results panel. You can also sort and re-order your results from here.
Query Conditions Any field added to this panel will act as a filter on your Results panel. Manage filter values and relationships between filters from this panel. See the designing a report with conditions article for more information.
Results The results of your report design is displayed here. This panel includes an Update button to get refreshed results and an Export button to get the results in other file formats.

Field picker
Use the + and - icons to open up field groups. Click on the check boxes to select a field. 


You can also check the field group itself to select all fields that held under the group.


Once you have selected all the fields that you are interested in you can add them to the Results Columns panel by clicking the Add columns button at the top-right of the Field Picker panel.



Results Columns
You can also add fields to the results columns via this panel. Click the Click here to add a new column link to get the same list of fields. You can only add one field at a time via this method.



Once you have all the fields you need added to the Results Columns panel you can sort and order the fields to your liking. To sort click the sorting column link and select a sort type.



To order the columns click the option button  next to the result column to get column options. You can use the Move options to re-order the columns. The order you settle on in the panel will be the same order the results will appear in in the Results panel below. Sorting and Delete options are also available from this option list.



Results
The Results panel contains the results of your report design. If you edit your report design in any way then you will need to update the results but clicking the Update Results button.



Once you are happy with your report results you can export them to variety of file formats.
Article ID: 145, , Modified: 12/18/2017 at 4:02 PM

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