Creating and Accessing Reports for Dashboards

Selecting this header in the left pane shows all existing Reports for the current app. If no Reports exist, a [Create Report] button will be displayed for users with the Create Report permission enabled. 

1. Selecting the Reports header in the left pane.

2. Select [+Create.] Or you may choose [Clone] to start a new report with the same settings and objects as the report being cloned.

3. Complete the New Report form as follows:

1. Name (required)

2. Description (optional)

4. Select [Add Row] to begin building your Report. Each row can have its own Name to identify it, and can be configured as one or more columns using the [3 line] icon.  

5. To change the report type element (Text, View or Chart), click the [pencil] icon. 

*If you need help, contact your ShotFlow Admin or the ShotFlow Professional Services team for assistance with configuring Reports.

Text Formatting in a Text Element 

The <Code> option: Does not support hyperlinking. Used for inline code formatting; example: 

Viewing Reports

Each existing Report will be displayed as a small preview panel, including:

• The Report name at the top

• A graphic showing the formatting of the report (each row will be shown with its number of columns, and each column will be identified by Type using an icon)

• A Description (if present)

Depending on the user’s permissions, there may be up to three buttons at the bottom of each Report preview panel:

• View [eye] - Presents the Report full size in the main window

• Edit [pencil] - Presents the Edit Report form, which is very similar to the Create Report form (above) but includes the existing item(s) with the opportunity to add, remove and/or edit the item(s)

• Delete [x] - presents a confirmation prompt to permanently delete the Report, which cannot be undone.