Overview

Meritto's Report Builder empowers you to create, customize, and manage reports to suit your business needs. It provides the flexibility to apply custom metrics, add relevant fields, and use filters to extract actionable insights. Reports built using the Report Builder allow seamless data analysis by offering functionality to preview, export, and duplicate reports.

Core Functionalities

Create and Customize Reports

• Build new reports with selected metrics, rows, columns, and filters.

• Define report structure with custom fields to analyze data effectively.
  

Add Metrics and Filters

• Apply up to 2 metrics (All Leads/All Applications) to count leads and applications.

• Use filters to refine report data by date, fields, or other parameters.
  

Manage and Export Reports

• Preview Reports: Review report data before finalizing.

• Export to CSV: Download reports in CSV format for offline analysis.

• Duplicate Reports: Create a copy of any report for modification.

• Tag and Favorite Reports: Mark frequently used reports for quick access.
  

How to Build a Custom Report?

1. Access Report Builder

• Navigate to Reports & Analytics > Report Builder from the left-hand menu.

2. Create a New Report

1. Click on the "Create" button at the top right corner of the report listing page.

2. You will be directed to the Report Builder page.

3. Choose required parameters, including:

• Metrics: Select the metric(s) to measure (All Leads or All Applications).

• Rows & Columns: Add relevant fields to structure your report.

• Filters: Apply filters to refine data.

4. Provide a name for the report and click "Save" to create it.

How to Add Metrics?

1. Open Metrics Section

• Click on the "Add" button in the Metrics Box.

2. Choose the Metric

1. A pop-up will appear listing all available metrics.

2. Select the required metric (All Leads/All Applications) and click "Apply".

3. Metric Application

• All Leads: Displays the count of leads matching the selected row and column values.

• All Applications: Shows the count of applications with specific values in the Application Manager.

How to Add Rows/Columns?

1. Open Rows/Columns Section

• Click on the "Add" button in the Rows/Columns Box.

2. Select Required Fields

1. A pop-up will list all available fields.

2. Choose up to 3 fields for rows or columns and click "Apply".

3. Types of Fields Available

• System Status Fields: All system status fields from Lead Manager.

• Registration Fields: Date, Dropdown, and Taxonomy fields.

• Admin Fields: Fields managed by admins for custom inputs.

How to Add Filters?

1. Open Filters Section

• Click on the "Add" button in the Filters Box.
  

2. Apply Filters

1. Select any number of desired fields from the pop-up list.

2. Click on the name of the field to choose the values you want to filter.

3. Apply multiple field-based filters or date-based filters as needed.

4. You can also apply filters on date fields to filter out the applicants based on their date fields.

3. Use Case Scenarios

• Filter Rows/Columns: Exclude unwanted values applied in rows or columns by selecting only the desired ones.

• Filter Non-Displayed Fields: Filter leads and applications based on fields not used in rows or columns, such as Registration Date.
  

Managing Reports in Report Builder

1. Previewing a Report

• To preview the report, kindly hover over the report name.
  

• Click on 'Preview' option to view the report.
  

• View lead/application details by clicking on row/column counts.

2. Copying a Report

• Click the "Duplicate" option present in the action menu next to the report listing.

• Clicking Duplicate creates a report with the same name and a timestamp.

3. Exporting a Report

• Select "Export" from the action menu to download the report in CSV format.

4. Marking Reports as Favorites

• Click on the star icon next to the report name to mark it as a favorite in the Report Create and Report Edit options.

• Favorite reports will appear at the top of the listing.

5. Adding Tags to Reports

• Particular tags can be added to each of the reports by clicking on the tags icon which is present next to the save and the sync icon on the top left corner of the report builder window.

• Clicking the icon opens a pop-up to type and link a tag to the report. You can select an existing tag from the list or create a new one using the 'Create' button in the pop-up itself.

Note: There is a syncing time of 4-8 hrs for reports/dashboards to reflect the live data.

Conclusion

Meritto's Report Builder allows you to create, customize, and manage reports tailored to your institution's needs. With the ability to add metrics, apply filters, and export data seamlessly, it enhances data-driven decision-making and streamlines report management. Additionally, features like preview, duplication, and tagging ensure efficient handling of all your reports.