Report Builder | User Documentation | Striven

Productivity Tools

Report Builder

Support Guide

  • Overview

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    Utilizing the Report Builder in Striven allows your Company to create and run detailed reports to monitor and share important information from your Striven system. You can share these reports within Striven, or export them as well.

    Read this guide if you are trying to:
    ✔ Configure reports to monitor data within Striven.
    ✔ Use filters, grouping, and aggregation to show the information you want to find.
    ✔ Export and use API Keys to send your reports to a spreadsheet or another destination.

  • Using the Report Builder

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    Users can build their own reports using the Report Builder inside of Striven. The Report Builder has a lot of options called datasets, which house different types of data. Available datasets include Tasks, transactions, Customers, and more. Each dataset has its own set of filters and columns, which can include Custom Field data as well to help provide as many helpful options as possible. To find the Report Builder, you can use the steps in the image below:

    Reports → Report Builder

  • My Reports Page

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    After clicking Report Builder, you will be brought to the My Reports page. Here you will see all the reports you have built in the past or reports that have been shared with you by other users of your Striven system. There are search filters available to narrow down the report results and buttons to Add, Edit, and Deactivate reports as well. Below is an image of what the My Reports page looks like and a brief description of what you can accomplish here.

    1. Search: Allows you to search for reports by Name, Created By, Status, or Dataset.
    2. Add: Opens the Report Info page to create a new report.
    3. Sort: Available sorting options for the Report list are Default Sort, Name, Created By, Created On, Last Run By, Last Run Date, Shared, and API Access.
    4. Action Menu: Displays options based on the user:
      • Your Reports: Options here include Edit, Run, Share, and Copy.
      • Reports Shared with You: Options here include only Run and Copy.
    5. Edit Button: Options are limited depending on the author of the report:
      • Your Reports: All options when creating a report are available to edit on your own created reports.
      • Reports Shared with You: Only options available on a report authored by someone else are Copy, Add report to my menu, Hide Details, and Show Count.
    6. Deactivate: Deactivates and removes the report from the My Reports page.
  • Adding a New Report

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    After clicking the Add button on the My Reports, page you will be brought to the Report Info page. Here you will be presented with a few options you can use when creating a report. Once the options are selected, you can click the Next button to continue to the Report Configuration page. Below is an image of what the Report Info screen looks like and a brief description of what you can configure here.

    1. Report Name: Allows you to choose the name of the report you are building.
    2. Data Set: A list of datasets you can choose from to report on related data. Datasets include:
      • Appointments, Candidate Applications, Chart of Accounts, Customer Assets, Customer/Vendor Contacts, Customer/Vendor Locations, Customers, Employee Salaries, Employees, GL Postings Accrual, GL Postings Cash Basis, Happiness Rating, Inventory, Inventory by Location, Items, Leads, Milestones, Opportunities, Page Visits, Payroll Adjustments, Projects, Purchase Orders Details, Purchase Orders, Sales Order Details, Sales Orders, Tasks, Timesheet, Transaction Details, Transactions, Transactions Applied To, Vendors.
    3. API Key Settings: Allows you to enable access to the report via API. This is explained in more detail below in the API Key section of this guide.
    4. Add to Menu options:
      • Publish to Employee menus (whomever the report is shared with): Adds the report to a menu of your choosing, but also makes it visible to users who have access to the report.
      • Add to my menu: Adds the report to a menu of your choosing and will only be visible in your menu.
    5. Menu Location: Allows you to choose from a list of menu options for where you want the report to be visible.
    6. Next: Brings you to the Report Configuration screen to continue building your report.
    7. Close: Does not save your report and brings you back to the My Reports page.
  • Report Configuration Screen

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    The Report Configuration Screen contains all the tools you need to build a report that works best for you including columns, filters, grouping, sorting, and much more. Each dataset will include its own list of columns and filters, but the basic functionality displayed on the Report Configuration Screen is universal across datasets. The following sections will cover the functionalities found here. These sections include configuring filters, sorting & grouping, and aggregation. Below is an image of what the Report Column Configuration looks like and a brief description of what you can arrange here.

    1. Available Columns: Lists all the columns you can add to your report to track related data.
    2. Search Columns: Enables you to search for columns by name.
    3. Add Column: Enables you to add the column to your report.
    4. Rearrange Columns: Allows you to drag and drop columns in order to rearrange the list.
    5. Rename Column: Allows you to determine how the column name is displayed on your report.
    6. Share Report: Enables you to share your report with other users of Striven. This is explained in more detail below in the API Key section of this guide.
    7. API Key: Allows you to enable API access for the report. This is discussed further in the API Key section of this guide.
    8. Copy Report: Allows you to create a copy of the report.
    9. Edit Report Name: Allows you to edit the name of the report.
    10. Run Report: Loads and displays all of the matching results related to your filters and report configuration.
    11. Close Report: Closes the report and brings you back to the My Reports page.
  • Configuring Filters

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    Apart from adding columns, adding filters can help narrow down the results of your report to find exactly what you want to report on. If you are unsure of what to narrow down for you can also exclude information as well. If no filters are added onto your report a warning will appear to let you know that no filters exist in which you can click OK to continue or Cancel to go back. Below is an image of what the filter configuration popup looks like and a brief description of what can be done here.

    1. Filter Type: Clicking WHERE lets you choose how you want to filter your report results. Options include:
      • WHERE: Shows all results for the selected filters.
      • WHERE EITHER: Shows the filters selected and others as long as the other options are not using EXCLUDING.
      • EXCLUDING: Shows everything but the filters selected.
    2. Add Filter: Adds another filter layer to narrow down criteria more.
    3. Add Group: Allows you to select another filter type.
    4. Choose Filter: Triggers a drop-down list of available options to select from.
    5. Choose Option: Allows you to select how you want to filter your report results. Options include, but are not limited to:
      • Equal to, Greater Than, Less Than, Yes, No, and more.
    6. Filter Criteria: Changes per filter selected. Sometimes this will be a type ahead, radio button, or a drop-down list.
    7. Remove Item: Removes the filter option from the configuration.
  • Sorting & Grouping

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    If you like organized reports, sorting and grouping can help you in different ways. Grouping will group together data based on the selected column of your choice. For instance, if you group a report by Customer Name, then your report will be split into concise groups of data with each group representing the Customer’s activities within that dataset. Sorting will allow you to arrange the results in either descending or ascending order. If you are grouping, the sorting will show in each grouping as well. Below is an image of what the sorting and grouping configurations look like and a brief description of what you can configure here.

    1. Choose Sort Option: Allows you to select from your chosen dataset columns the way you wish to sort the data.
    2. Sorting Direction: Allows you to change the sorting direction to either ascending or descending.
    3. Hide Details: When checked, the box presents a summary of the requested information. By unchecking the box, all details will be shown on your report.
      • Note: You must choose a group option for this to work properly.
    4. Choose Grouping Option: Allows you to choose from your selected columns how you wish to group the report data.
    5. Rearrange Groupings: Allows you to rearrange groups if more than one is selected.
    6. Show Count: When checked, this box displays how many results are in each grouping.
    7. Remove Group: Removes the selected column.
  • Aggregation

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    If you are reporting on numeric values like transaction or order amounts, Aggregation can help to automatically calculate totals per report and per group. In certain datasets this can include things like budget hours for Tasks, cost for Items, and more. Below is an image of what the Aggregation Configurations look like and a brief description of what you can configure here.

    1. Choose Appropriate Option: Allows users to select which chosen columns they would like to aggregate by.
      • Note: The drop-down list will be limited for numeric values such as amounts.
    2. Selected Option(s): As you select columns to aggregate, they will be listed below with their own aggregation options.
    3. Aggregation Device: Allows users to choose how they aggregate results. Options include:
      • SUM: Adds your results per group and per report.
      • AVG: Averages your results per group and per report.
      • MIN: Displays the minimum value of your results per group and per report.
      • MAX: Displays the maximum value of your results per group and per report.
    4. Remove Aggregation Option: Allows users to remove the aggregation option.
  • Running Your Report

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    After you have configured all the options for your report, you are ready to click Run Report to see your results. The Report Results page will list all of the appropriate data based on the filters you have chosen. The Report Results screen includes tools you can use to rearrange your report, shrink or expand column widths, and more. Below is an image of an example report, what the results could look like, and a brief description of what can be accomplished here.

    1. Refine Results: Allows you to search within the report’s columns to find data while viewing results.
    2. Hyperlinks: Allow you to view related data by clicking on the hyperlink. Results will populate in a new browser tab so you don’t lose progress.
    3. Groupings: Displayed on the report if groupings have been chosen.
    4. Filter Report: Filters the report while viewing the results.
    5. Configure Report: Brings you back to the Report Configuration screen where you can alter your report.
    6. Export Report: Enables you to export your report results to a .CSV file.
      • Note: Groups and aggregation results will not populate to the exported .CSV file.
    7. API Key: Enables you to use an API Key for the report.
    8. Refresh Report: Triggers a refresh of the report results to show the most up to date information.
    9. Expand report: Allows you to expand the report results to make it full screen.
  • API Keys

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    API Keys are available to use within reports created in Striven and can be found using any dataset of your choosing. API Keys will allow you to send data from Striven to a destination that can accept the API Key, like Google Sheets for example. The API Key refreshes data every 15 minutes, so this also allows you to share data from Striven and have it automatically update as well. By clicking the Key icon, you can begin enabling the API Key. Below is an image of what the API Key popup window looks like and a brief description of what can be managed here.

    1. Enable API access: Checking this box triggers the lower Set Up screenshot to appear containing the API Key.
    2. Close: Closes the API Key popup window.
    3. Copy API Key: Copies the API Key URL to your clipboard.
    4. Revoke API Key: Removes access to the report data from anyone using the API Key.
  • Manage Reports with API Access Enabled

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    There is a powerful User Role permission called “Custom Reports – Manage All” which grants users a comprehensive level of control over custom reports created with Striven’s Report Builder feature. This elevated permission empowers authorized users to manage all custom reports and their related API Keys efficiently.

    Users with the “Custom Reports – Manage All” permission will have two (2) additional search filters available to them when viewing the My Reports page:

    1. View All: Allows a user to view all custom reports, whether or not the report has been shared with them or if they have permission to the underlying Data Set used in the report.
    2. API Access Enabled Only: Allows a user to filter and display only custom reports that have API Access enabled.

    Note: This is a very high level permission and should be assigned with caution as it grants broad authority over custom reports and related API access.

  • Sharing Reports

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    You can share reports you build with other users of Striven by clicking the Share icon in the Configure Report screen as seen in the example below.

    1. Share with all Employees: Allows you to share the report with all active Employees.
    2. Sharing Options: Allows you to choose to share the report with individual Employees, Employees with designated Job Titles, Teams, or Divisions created within your Striven system.
    3. Can Edit: Determines whether the selected Employee can edit the report.
    4. Deactivate: Removes the Employee, Job Title, Team, or Division’s ability to view the report.
    5. Close: Closes the Share With window.
  • Recap

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    With this guide, we’ve discovered how to build reports within your Striven system. We’ve discovered ways to sort, filter, group, and aggregate results. By using the information learned here, you can start building reports on the data you’d like to view and sharing them with people who need access.

FAQs

  • Can I build a report on what I have imported into the system so far?

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    To report on previous imports, you can use the Import History function, which can be found on any import page found in Striven. To learn more about the Import History function you can reference the Import Management Guide.

Heads up!

 

Striven uses relabeling. Based on industry, your system may use different terminology. Please see our Company Setup guide for more information or reach out to Striven support if you need help.