This article will cover how to create your own custom reports using the Prevail Report Designer.
To view an instructional video of these steps, click the link below.
https://share.synthesia.io/33b3846f-5cb2-43d9-bc75-d140b0f4fc1c
Though Prevail comes with many stock reports that will help you better track different data within your system, there may be times when you would like to report on something that is not on that list. There are two ways to obtain a custom report:
The Prevail Report Designer
This is a new feature in version 9 which that will allow you to create your own custom reports. This is reserved for more simple reports.
Emailing our Reports Team with your Request
If you are looking for a more complicated report that cannot be done in the Report Designer, email our reports team at reports@prevail.net for more information.
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Click Administration menu>Report Designer.
Make a copy or clone of a Report Template that corresponds with the report you would like to build.
To make a clone of a template: Double click or click ‘Clone’ at the top of the screen.
The following page is split in 2 sections:
Bottom section: Shows a real-time preview of the report as you build it from the top section. It also includes:
Color schemes
Fonts and font sizes
Print reportReport
Export to Excel- Note: This requires special permission, which can be granted in the “Employee Setup” page on the Administration Menu.
Top section: Where you will select and customize the fields you want added to the report.
Report Name: The title of your Report
Category: This is where you’ll find your report once it’s saved. The categories are the folders in the “Reports” dropdown in Prevail at the top of your screen.
Shared Users: Who gets to see the report
Notes: Any internal information you want to add to the report details.
Available Fields: These are all the fields you can choose to add to the report.
Selected Fields: This is where the fields that you select show up as you select them.
Sort Fields: How your report is sorted.
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