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Reports

Reports make it easy to see related information in one spot. Much like forms, Omadi has several reports that have already been built but each report is customizable and with the help of an Omadi Support Agent you can also create new reports to track information that is pertinent to your specific company. 

To make changes to a current report:

  • Go to the setup screen. (Click the gear icon.)
  • On the left side of the page select Manage Reports. 
  • Find the report that you want to make changes to and select Edit. 

Date Field

  • While viewing a report select the calendar under Start Date / Time or End Date / Time.
  • The month can be changed on the calendar by clicking one of the arrows on either side of the month and year, or by selecting the arrows directly to the right of the month, then choosing a new month.
  • Change the year by selecting the arrows directly to the right of the year, then select a new year from the list.
  • Once you have found the date you are looking for, select it, and it will fill the date field.
  • You can also place your cursor in the date field and edit the date using your keyboard.

Time Field

  • The time field, located next to the date field, can be edited by selecting any section of the time then entering the correct value.
  • Once you have entered the correct dates and times click Update Dates.

Filter by User:

  • Reports can also be filtered by user. This means that the report can be set to show only information related to a specific person. 
  • Select a user in the drop-down menu under Filter By User.

Hour/ Week/ Day: 

  • Depending on the date/time range of the report some or all of these options will be available. Choosing one of these options will change the level at which the viewer can see the report, much like the zoom on a camera.
  • While viewing a report, select Hour, Day, Week, or Month. Unavailable options will appear in gray.

Report Styles:

  • Reports can be viewed in for different styles. The default style has horizontal rows. The rows can be turned into columns. The report can also be viewed as a line graph or pie chart.
  • While viewing a report, select one of the icons to view the report in a different style.

To create a customized report:

  • Go to the setup screen. (Click the gear icon.)
  • On the left side of the page select Manage Reports. 
  • At the top of the page select Create Aggregate Report.

Default Start Date:

  • Here you can set how many days, weeks, or months you want displayed in your report. This is completely customizable, you can go as far back as you want or need.

Default End Date:

  • This is where you will set the end date for the report, if you want the report to show information up until the current day you are viewing the report, set the default end date to 0 Day(s) Back

Next you will see a check box that says Remove rows from users with only zeros, checking this can help clean up your report because it wont show users that haven't done anything to add to the report.

Who Can View This Entire Report:

  • This is where you can give permission for different roles to view the report you are creating. If it is a report with sensitive information you may not want anyone else to be able to view it.  

Dashboard:

  • When you click on the Dashboard region you will be given the option to have this report show up on your users dashboards based on the role that they have been assigned. Only put the report on the dashboard of the roles that you have given permission to view the report.  

 

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