Reports are built on Advanced Searches. Advanced Searches allow you to specify the “who” you want to report on, the Report Assistant allows you to specify the “what” you want to see about them.
To access the Report Assistant, go to the Junxure Home screen and click on Report Assistant.
Select the category that you want to report on and click
In the next window, choose whether to run a previously Saved report or to Build a new report.
You have a few options from this point:
If you choose to create or edit an Advanced Search, you will be returned to this screen when you are finished and the newly saved Advanced Search will be pre-filled in the Select an Advanced Search drop-down. Click to continue.
Next, determine what you would like in your final report and the format you would like it presented in.
At the top, select the Report Format:
Use the Add or Remove buttons to select the desired fields in the report. You can reorder fields using the Move Up and Move Down buttons.
When your format and fields are selected, click
You will be taken to a preview Grid of your report. If you choose to load a Saved report, this is the screen to which you'll be directly taken.
If you chose Landscape or Portrait report format, there will be a
If you chose Excel report format, click the Export to Excel button on the right of the Grid to save the Grid contents directly to a CSV for use in Excel.
Along the bottom, you may save the definition of this Report for later use. Select a category, name the report and click