Kavi Help CenterKavi® Status Tracker Help
| Chapter 50. Report Builder | ||
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Part V. Kavi Status Tracker Super Admin Tools | 
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Table of Contents
Use the Report Builder tool to view, create and test your organization's reports. Information about each report is displayed, including the Report Type on which the report is based. There is a default report based on each available Report Type, and any number of custom reports can be created.
Once a report has been added and activated, it immediately becomes available in the Reports Area for Report Admins and Organization Admins to use when running reports. See the Run a Report tool page help for instructions on how to use reports.
Default reports cannot be deleted or edited, but they can be deactivated if they are not needed or cloned to create custom reports. Inactive reports are displayed in the Report Builder, but they are not available in the Reports Area.
Underlying each report is a Report Type that is calibrated to return the broadest possible set of data fields related to a specific topic. You may narrow the set of fields available in your report (to streamline use and improve performance), but you cannot add more fields. For more information, see Appendix: Report Types.
View and run available reports.
Click the link to the Manage a Report tool to view report configuration and access tools used to clone, edit, delete and change report status.
Click the link to the Add a Report tool to create a custom report.
All existing reports are displayed. Click the 'Manage' link adjacent to any report you'd like to manage, view in detail, manage or clone. If you want to create a new report based on an existing report, use the 'Manage' link rather than the 'Add a New Report' link. Once you're on the Manage a Report page, click the 'Clone' link to gain access to the Clone a Report tool.
- Name
The name of the report.
- Description
A brief textual description of the report.
- Type
The Status Tracker Report Type on which this report is based. The Report Type determines which database tables are queried and which fields are available in the report. For more information, see Report Types.
- Default or Custom
Indicates whether this is a default report or a custom report created specifically for your organization. Default reports cannot be edited or deleted, but they can be deactivated.
- Status
This is either 'Active' or 'Inactive'. If 'Active', the Report is available to administrators in the Report Area. If 'Inactive', the Report is unavailable in the Reports Area and cannot be used to run reports. When a report is inactive, the 'Run' button isn't displayed.
- Action
Click a link if you want to run or manage a report. From the Manage a Report tool you can view the report in detail, and access tools to activate or deactivate, clone or edit this report.
Kavi Members Concepts: Creating Custom Reports in Report Builder
Appendix: Report Types
Page Help: Manage a Report
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| Chapter 49. Delete an Activity Type |  |
Chapter 51. Manage a Report |