Access and run reports

You can access Civic Platform reports in two ways:

  • From a Reports page.

  • From a list page.

Note: Reports can also be tied to workflow tasks so that they run automatically when the status of the task is updated. The report appears in a new window and can be configured to be sent to a printer automatically based on your browser settings.

For information about how to add a report to a workflow task or how to modify existing settings, please contact your agency administrator.

If configured, you can access a Reports page from the Launchpad. The reports listed in on this page are usually grouped by category and can include management, revenue, and other types of reports. It may also contain a My reports category that allows you to create your own list of reports that you use on a regular basis by copying reports from other categories into your My reports category.

To access a Reports page

  1. Select the Launchpad and select the report page of your choice.

  2. Select the right arrow next to the report category to expand it.

    Note: If the report you want to run is a report you use regularly, you can add it to your My Reports category by right-clicking the report and choosing Add to my reports. See Create your own reports category for more information.

  3. Select the report you want to run.

    Note: If the report requires additional parameters, Civic Platform prompts you to enter the needed parameters.

  4. Enter required parameters for the report and select Submit. For information on using parameters, see Specify report parameters.

    Note: Civic Platform runs the report and displays it in a new window.

Your agency may elect to enable a Reports menu button on the toolbar or your list pages. This option provides users with ready access to reports specific to that list page.

Note:Contact your agency administrator about which list pages have enabled Reports buttons for your agency and which reports are available for you to use.

You may be able to run some of the reports against a selected record in the page. For example, choose a record, then choose the Record detail from the Report menu on the record detail form page. Civic Platform automatically passes the Record ID for the selected record to the report and the report runs, displaying the detail for the record.

Note: Current functionality does not support the selection of multiple records to use when running reports from a record list page. However, your report may prompt you for parameters that enable you to narrow down the data you want displayed in the report.

If you are using the CSV Export functionality, you can select multiple records. See Export a list to a CSV file for more information

To access reports via a list page

  1. Open the list page in which you want to work.

  2. Hover your mouse cursor over the Reports menu button to expand the menu.

  3. Select the report you want to run.

    Note: If the report requires additional parameters, Civic Platform prompts you to enter the needed parameters.

  4. Enter the parameters for the report and select Submit. For information on using parameters, see Specify report parameters.

    Note: Civic Platform runs the report and displays it in a new window.

    Note: When running a report, Civic Platform may prompt you to save the report to an Electronic Document Management System (EDMS). When you do, the report saves to the EDMS-object specified by your agency administrator. Available EDMS objects include Record, Parcel, Asset inspection, and Workflow. For more information, contact your agency administrator.

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