Introduction
Quorum’s Custom Reports feature empowers users to generate tailored reports that cater to their specific data analysis needs. This comprehensive guide outlines the process of creating, reviewing, and publishing Custom Reports within Quorum’s platform.
Step-by-Step Guide
- Locating Custom Reports:
- After running a query, navigate to Reports > Reports in the module toolbar on the top.
- Custom Reports can be accessed directly below Quick Print in the Reports list.
- Choose the desired format (PDF, Word, or Excel) and click Select.
- Building Your Custom Report:
- Click on Add a Custom Report.
- Provide a name, description, and titles for the report.
- Choose whether to publish the report for company-wide access.
- Configure options such as orientation, date display, and page numbers.
- Select if data should be grouped by specific fields and set summary total options.
- For example, if you would like to group your members by their Home State it would look like this, click OK:
- Then click Details to change the label of the column and Direction to sort. Click OK.
- Click on Add a Custom Report.
- Configuring Report Details:
- Utilize the Columns tab to select fields for grouping the report.
- Customize column headers and widths using the Details tab.
- Choose additional fields to display and adjust their order as needed.
- Reviewing and Editing:
- Preview the report to review layout, column order, and widths.
- Make necessary adjustments to column widths and labels.
- Repeat the preview process until satisfied with the report's appearance.
- Finalizing and Publishing:
- Click Submit to save the report.
- The report will now be listed among Custom Reports.
- If published, it will also appear in the Reports section for all users.
Caution
Exercise caution when editing Custom Reports, as incorrect modifications may affect the accuracy and usability of the report. If encountering difficulties or uncertainties, seek assistance from Quorum PAC Support or your Account Manager.
Best Practices
- Define the report's goal and audience before initiating the creation process.
- Use existing reports or exported data as references for creating custom reports.
- Allow sufficient time for creating and refining the report to ensure accuracy and usefulness.
- Utilize support resources from Quorum's PAC Support Team or your Account Manager for guidance and assistance.
FAQs
Q1. Is there an additional cost for activating Standard Custom Reports?
A1. No, Standard Custom Reports are included in our PAC system at no extra cost. If you are looking for something more than what our standard custom reports offer, please reach out to your Account Manager to explore other custom options through our Professional Services team.
Q2. Why can't I edit a report created by a colleague?
A2. Reports can only be edited by their respective creators. Contact GR Support Desk to transfer ownership if necessary.
Q3. Is there a limit to the number of custom reports I can create?
A3. No, users can create an unlimited number of custom reports.
Q4. Can existing reports be cloned for customization?
A4. No, reports cannot be cloned; they must be recreated from scratch.
Q5. How can I eliminate random column/row spaces in Excel format?
A5. Unfortunately, Excel format does not support removing random column/row spaces.
Q6. What if Custom Report choices don’t meet my requirements?
A6. Contact Quorum PAC Support or your Account Manager for assistance. Custom projects may be necessary for complex reporting needs.
Q7. What is the cost for Quorum to customize a report?
A7. Costs vary based on the scope of customization. Contact your Account Manager for cost estimation and project scoping.
Troubleshooting
- Issue: Difficulty previewing or submitting the report.
- Solution: Review configurations and make necessary adjustments. Seek assistance from support if encountering persistent issues.