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Outline

Intellum offers a powerful native report writer that gives you direct access to the data tables behind your account, Reports makes it easy to quickly pull a report on data captured in any field. There are over 30 report types available to help you get started digging into your data.

This article walks you through accessing the reporting tool and provides an introduction to navigating saved reports in the platform.

Access Reports


Click Reports in the admin nav panel. On the Reports page, you'll find your saved reports grouped by report type. Click on a saved report's linked title to view, edit, or export that particular report.

Unrestricted admin have access to create, edit, run, and/or duplicate all reports. Restricted admin can be granted access to create and edit their own reports and can be given access to run all, or specified reports.

Shared reports include a user icon to the right of the report title. This indicates that this report has been shared with you, or that you've shared the report with other admins.

Saved reports navigation


Saved reports can be run, managed, and shared through the following tabs:

Report

  • the Report tab gives admin access to apply a quick filter to the report, preview report results, export a report, or subscribe to a report.

If shared, report pages are accessible to Unrestricted admin and Restricted admin (with the appropriate permissions)


Properties

  • report Properties give admin access to update a report's name, the columns and details included,¬†and the Query used to pull the report data.

A report's Properties are accessible to the Unrestricted or Restricted admin that created the report. If Report Sharing is enabled, a report's Properties will be accessible to all Unrestricted admin.


Admin Permissions

  • Admin Permissions lets a report creator enable Report Sharing. If enabled, the report is accessible to all Unrestricted admin, and can be shared with specific Restricted admin or groups of Restricted admin.

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