Reporting Engine Overview

The Reporting Engine allows users to tailor reports to meet their specific needs. Users can save changes to report configurations by duplicating them and specifying access at the user level (private) or account level (public).

Permissions:

In order to save account level reports, users must have the "Create Account Level Report" permission turned ON or be a power user.

In order to schedule automated report distribution for all users, the "Schedule Distributions" permission must be turned ON or the user must be a power user.

Notifications:

Inform decision makers and stakeholders effortlessly with automated notifications for new reports.

• Report Deliveries
• Report Creation
• Report Deletion
• Schedule Distribution Deletion

Report Types

Tenna Report- These reports are generated by Tenna. Access is dependent upon account licensing and/or user permissions that determine visibility of the report.

Account Level Report- These reports are generated by permissioned users. All users can access these reports based on their individual permissions.

User Level Report- These reports are generated by account users and can only be seen by the report creator.

Report Save Options

The Reporting Engine offers multiple options to save reports. Account Level and User Specific reports will include the option to save (overwrite) the existing report they are viewing. Global Reports do not include an option to save a report.

Clone-

• Where: Report Grid
• Action: Copy report and any changes as a new name
• This action can be completed at the Account or User level

Save-

• Where: Report Viewer Page
• Action: Overwrite Existing Report
• This save action does not affect the report type (Account or User)

Save As-

• Where: Report Viewer Page
• Action: Copy Report as New Name
• This save action can be completed at the Account or User Level

Data Refresh

The reporting engine is updated nightly, however Power Users can manually refresh the data once per hour.

Scheduled Distributions

Schedule Distributions allows power users and those with appropriate permissions to set up automated distributions allowing them to inform contacts and other users that data is ready for their review. This can be accessed directly from the Reports Page or within the Report Viewer.

Occurrence Options:

• One Time
• Daily
• Weekly
• Monthly-Specific Day

Grid Page

• Power & Permissioned Users- Can create, view, and edit all distributions
• Standard Users- Can create schedules only for themselves. From this page, they can view all schedules in which they have been identified as a recipient
• All Users & Unsubscribe- Can silence notifications only and remain in received reports

Filter Panel

The Filter Panel within the Reporting Engine will provide a number of options for users to customize report and view the exact data points they are looking for to provide more specific data for the report that is being created.

• Filter panel can be accessed from the bottom right portion of the report grid​
  • Text Filtering is set to contains​
  • Dates have quick filters and a “Between”​
  • Numerical Values have between less than, and greater than. ​
• Filters are applied automatically when selected​
• Reset Filters, instead of Clear​
• Filters applied indicator visible in panel and column headers​

Column Sorting

Each report will include a column panel positioned on the right side of the grid. When accessed, the user will see a list of column titles, displayed in the same order as they appear in the grid, with the orientation corresponding from left to right (top to bottom).

When a user clicks on a header, the sort order of that column will be adjusted. The following reflects the changes based on the number of clicks:

• Click on the Header​
  • Once = Ascending​
  • Twice = Descending​
  • Thrice = Remove Sort​
• Holding Shift & Click ​
  • select up to 3 sort orders​

Header Menu

There is a Header Menu for each column. When a user hovers their mouse over the column header, a menu will appear and allow you to manage the following for that particular column

• Column Pinning & Reset​
• Column Filter​
• Column Visibility