An Introduction to Reportingmail_outline

Creating a Report

inMotion allows Team Members to run detailed reports on projects, tasks, proofs, all work, and requests.

To create a new report, select Reports from the global navigation menu and click Add Report. 

Provide a report name, report type, and optional description. Click Create Report to save and open the report. Note: The report type will determine the content of the report and cannot be changed after the initial setup.  

Customizing a Report

Include Archived

By default, any new report will include archived content. To make changes to this setting, select Options beneath the report name and click the toggle to enable or disable Include Archived.


Columns

Each report includes the ability to select and deselect the desired data to include. Simply click Columns at the top of the report and choose what information should be added or removed. 

Filter by

To filter your report, select the name of the specific filter you would like to customize. 

From the Filter By menu, click on each value that you would like to include in your report, and select Apply.

To clear an active filter, select the corresponding filter, click Clear in the bottom left of the Filter By menu, and then click Apply

To clear all filters selected, simply select Clear in the black header bar and click Clear All Filters.

Once you've finished customizing your report, you can save these filters for future use. Click Save to Report to update your report. Note: The Save to Report button will only appear when you apply changes to the report filtering that have not yet been saved.

Filter by Date

The date filter is very flexible and allows you to specify unique date ranges for your report. To filter by date, select the Date option from the available filters.

From the top of the Filter by Date menu, click the drop down menu to choose an available date type. Depending on your report type, you may see varying types on which to build your specific time range such as Created, Started, Due, Completed, etc.

Next, select one of the default time ranges, or choose Custom date range to build your own.

Custom Date Ranges

Custom date ranges can be set up in three different ways:

  • From - Includes any applicable date that starts on or after the selected date, i.e. 'Started after Jul 1, 2018.'
    • To establish a From date filter, select Custom date range and the From calendar will show by default. Using the calendar, select the relevant date for filtering and click Apply.


  • To - Includes any applicable date that falls before or on the selected date, i.e. 'Started before Sep 30, 2018.'
    • To establish a To date filter, select Custom date range. Choose the TO calendar, select the relevant date for filtering, and click Apply.
  • Date Range - Includes any applicable date that falls between the From and To selected dates, i.e. 'Started Jul 1, 2018 - Sep 30, 2018.'
    • To establish a Date Range filter, select Custom date range and the From calendar will show by default. Using the calendar, select the relevant date for the beginning of your date range. Next, click the TO calendar, select the relevant date for the end of your date range, and click Apply.

Sort

To sort your report results, you can click any column header to sort by that field. Click a second time to reverse the order from ascending to descending. After establishing your initial sort parameters, you can sort by additional columns by holding down shift and clicking one or more column headers.

View

In any report, you can resize individual column widths. Simply position your cursor between two columns and drag to resize. 

You can also customize how many results show per page by scrolling to the bottom right of your report and click on the pagination menu. You can choose from 10, 20, 30 or 50 results per page.

Exporting a Report

If you would like to view or manipulate your report data outside of inMotion, the system will allow you to export your data to a .CSV file. Click on the actions menu in the top right of the report and select Export.  The .CSV file will automatically download to your computer.

Managing Reports

To delete or archive a report, click on the actions menu in the top right of the report. Select the desired action to proceed.

You can also delete or archive a report from the Reports list view by selecting the action menu to the right of an individual report slat.

Archived reports will be available from the Archived Reports sub-navigation. You can unarchive a report at any time using the same actions menu.