About Reports

Information

Issuetrak has five reporting mechanisms: the Dashboard, Summary Reports, Saved Searches, Report Writer and Scheduled Reports.

The Dashboard presents users with up to the minute statistics on all open issues in your system. Summary Reports are built-in system reports. Saved Searches are quick and easy retrievals of stored search criteria. Report Writer allows for sophisticated report writing, including building a query and running subsequent reports. Scheduled Reports automatically deliver Saved Searches and reports built in the Report Writer at regular intervals to a list of users via email in Excel or html format.

Optionally, Saved Searches and reports built in the Report Writer may also be Shared on a case-by-case basis, making them accessible to other users.

Which report mechanisms are available to users depend on their users permissions. Related permissions include:

  • Menu Options/Pages Allowed > Dashboard determines which users can view the Dashboard
  • Menu Options/Pages Allowed > Reports determines which users can view the Reports menu
  • Menu Options/Pages Allowed > Search Issues determines which users can view Search Issues
  • Can run built-in Summary reports determines which users can see the Reports > Summary Reports sub-menu option, allowing the user to run Summary Reports
  • Can add, edit and run Saved Searches determines which users can see the Reports > Saved Searches sub-menu option, allowing the user to add, share, edit, delete and run Saved Searches, as well as share, edit, delete and run Saved Searches Shared with that user. The “Share” checkbox will appear on the Search Issues screen.
  • Can add, edit and run Report Writer queries and reports determines which users can see the Reports > Report Writer sub-menu options, allowing the user to add, share, edit, delete and run Report Writer Queries and Reports, as well as share, edit, delete and run Queries and Reports Shared with that user.

Applies To:

Issuetrak 9.9+