Update: This feature is under construction. The backend is being upgraded in 2022 to better support reporting functionality. Check with your 5th Kind customer success manager or product manager to be updated on its progress.
Until this feature is up and running, if you need specific reports run for your system, the CORE support team can work with your account manager to arrange for scheduled deliveries of requested reports.
Also note, there are reports you can run on Packages. See Export Package Reports From the Report Panel for more details.
The Reporting Module lets you generate reports about nearly any kind of metrics within CORE. You can create and save templates to customize your reports, and schedule them to be run automatically at desired times.
In this article:
- Using Filters
Using Report Filters
Filters select the subjects that report data will be shown about. You must select at least one filter in order to create a Report.
To add a Filter, click the "Report Filters" button.
- For Files, you can select any of the metadata fields that have been defined in the Tag Structures Module.
- If you'd like to only show fields that have at least one value, click the "Having Values" button.
- Use the dropdown to select between Structural Fields, Non-Structural Fields, or both Structural and Non-Structural Fields. See Tag Structures for more information.
- Note that adding nested Fields will also add all parent Fields above it.
Select User attributes from the Users tab to filter results to Users matching the selected filters.
After adding Filters, you must select at least one value from those available. To add a new Filter Value, click the green button at the top of the Filter. To remove a Filter Value, click the button next to it.
To remove a Filter entirely, click the button at the top of the Filter. To remove all Filters, click "Clear Search."
Add a Date Range
Use the Date Range selectors to set a range for your report results.
Manage the Display of Your Reports
After setting at least one Filter Value, your report will appear. Use the available options to customize how your data is presented.
By default, results will be lumped together, displaying total values, which may not be what you want. To separate your results into more granular details, add a Grouping.
- User: Group by User who performed the action
- Company: Group by Company of User who performed the action
- Department: Group by Department of User who performed the action
- Date: Group by Date. You can further choose to group by Month or Year
- File: Group by File Metadata Field. Once this has been selected, you can select which Field to group by.
If you have chosen any Grouping other than Date, you can sort your results into Subgroups by Date by selecting Month or Year from the Subgroup dropdown.
Select the number of results to display per page.
Click the Add Column button to select which columns are displayed in the report. Check fields to add them to the report, or un-check them to remove them from the report.
Rename Your Reports
Click the icon next to the report name to change its name. Click Save when you're done, or Cancel to revert your changes.
Export Reports to CSV
Click the Export CSV button to download a CSV file of the report.
Templates: Save Your Report Display as a Template
Templates allow you to save a custom report that you have created, recall it later, and schedule it to be run at specified times.
Saving Report Formatting
Click the Save Template button to save your current report. It will be saved and added to the My Reports dropdown.
Viewing Saved Report Templates
Select an existing report from the My Reports dropdown to view it.
Deleting Saved Reports
Select an existing report from the My Reports dropdown, then click the button and select Delete.
Once you have saved a Report, you can schedule it to be run at specified times.