Preformatted Reports

Preformatted Reports are ready-to-use reports designed to analyze your data from different perspectives. Each report is labeled to indicate whether it produces a graph or a table. You can run each preformatted report as-is or customize settings for a more specific analysis. Customizable options may vary by preformatted report.

Preformatted reports available for you to run include:

Detailed reports in tabular format
Summary reports in graph (chart) format
Performance reports in tabular format

Available Preformatted Reports

Report	Description	Type
Performance - Open Cases Backlog	This report displays a brief summary of all open cases. You can click through to individual cases from this report.	Table
Performance - Average time to close	Shows average time to close for each month in a given date range.	Table
Performance - Case Summary Information Report	Shows brief summary of all cases.	Table
Open Issues Report	Shows a summary of all open issues.	Table
Summary - Action Taken	Shows breakdown of cases by action taken.	Graph
Summary - Alert Status	Shows breakdown of cases by assigned alert status.	Graph
Summary - Anonymous / Identified	Shows cases by whether reporter was anonymous or identified.	Graph
Summary - Assignee	Assignee report by name and the total number of cases they have been assigned to.	Graph
Summary - Intake Method	Shows breakdown of cases by intake method.	Graph
Summary - Issue Type	Shows breakdown of cases categorized by issue type.	Graph
Summary - Case Type	Shows breakdown of cases categorized by case type.	Graph
Summary - Outcome	Shows breakdown of cases by outcome type.	Graph
Summary - Process Status	Shows breakdown of cases by assigned process status.	Graph
Summary - Tier Breakdown	Shows breakdown of cases by assigned tier.	Graph
Summary - Task Assignee	Shows all Assignees and the number of tasks they are assigned.	Graph
Summary - Task Priority	Shows breakdown of cases by assigned task priorities.	Graph
Summary - Task Status	Shows breakdown of cases by assigned task statuses.	Graph
Loss Recovery Report	Generates a table that shows which loss recovery items are overdue, by how many days, and how much of total owed is overdue.	Table

Chart Settings and Actions

Under the settings menu dropdown on a preformatted chart page, you have several options:

Chart Types: you can change the chart type (donut or bar) by clicking the settings icon in the upper right corner.

Print Report: to print a preformatted graph report, click the settings icon in the upper right corner and select Print Report.

Export Data to CSV: you can also export the data to CSV format by clicking the settings icon and selecting Export to CSV.

Date Range: you can also change the date criteria by clicking the Date Range dropdown and setting a new date range using the date range fields.

Save As: to save a copy of the preformatted report, click Save As, enter a new report name (required) and description (optional) and click Save.

Note: The Save button is disabled in this screen until a change is made to the report.

Running Preformatted Reports

From the Analytics landing page, use filtering / sorting to locate the preformatted report you wish to run.
Click the Run icon in the Actions column. This will open the report in a new window.
Once the report is open, you can change the date range using the date range picker dropdown.
(Optional) Save the report settings as a new report.