For those that have access to Huddle Trackers & Reports and/or Analytics, Report Configurations are a powerful tool to create repeatable reports with the desired data in the order you want to see it. Once you have built a Report Configuration, it can be reused by those with access to reports and analytics. Report Configurations can be duplicated by others so that they can reconfigure the reports to their needs.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your Sibme account administrator if you have permission.
- Super Admin
- Account Owner
Steps to accomplish the task:
Report Configurations are available in Huddle Trackers & Reports and the User Summary in Analytics. They can be found under the gear next to the green Update button. Specifically, Report Configurations can be found on the:
- Coaches Report
- Assessment Report
- Huddle Report
- User Summary found on the Account Analytics page
- User Profile (User Summary tab)
For example, here is what it looks like on the User Summary page. It can be found in the same location on the other report pages.
Once you have clicked on the gear button, the Report Configuration page pops up.
Please be aware, that while the process to use Report Configurations is the same, the data and Default Reports available in the different areas is specific to those reports. For example, on the Coaching Report, you will find the Coaching Summary field to include in a report. Coaching Summary would not be available on the Assessment Report.
On the left side under the Reports heading, you will find the Default Reports and any other Report Configurations that have been built in your Account. To use a Report Configuration, click on the Report and it will turn grey. Hit the green Done button and then click the green Update button and the Report Configuration will take effect.
On the right side of the Report Configuration pop-up will be the fields available to report on in the present view (Coaching Report, Assessment Report, etc.). If a Report Configuration is chosen and is grey, then only the fields chosen to be in the report will be shown and they will have a check mark next to them. Once this report is run (by clicking Done and then Update), the data fields will be reported in the order shown here.
To add a new Report Configuration, enter a report name in the Add New Report text box and click the blue Add button.
To Create a New Custom Report Configuration
Enter a name for your new report and click the blue Add button. This will bring up all the available fields you can add to your report configuration on the right side of the screen.
To choose a field for your report, click the selection box next to the field name.
To change the order the fields are presented, click on the hamburger button and drag the fields into the correct order.
Once you are done, click the green Done button.
The power of Report Configurations happens when you combine them with Custom Fields. User Summary Custom Fields are available in all Reports and the Account Analytics User Summary. Selecting “Custom Fields” from the data list will add all of your Account’s Custom Fields to that report.
In addition, in the Report Configuration for the Assessment Report, you can report on both the User Summary Custom Fields as well as the Assessment Custom Fields.
The great thing is that once Report Configurations have been created and implemented, then the data can be exported using the filter versions for exporting.
Report Configurations are a powerful way to get the ordered data in a way that answers important questions about how the Sibme platform is being used by the Account users.