This reference is a preview and post-training guide on query building, which is used within the Report Center as well as recipient groups within Gnosis Communications.
All Query Building Support Articles
Primary videos and articles from this section:
- Understanding & Building Queries
- Creating a Participant Report
- Editing an Existing Report
- Repurposing an Existing Report
- 10 Basics & Best Practices for Queries
- Schema Selection for Queries & Reporting
Locating a Report
The Gnosis system comes with many standard reports. From the Gnosis Pro home page, click on the reporting icon to go to the Report Management Center.
The best way to review/locate reports initially is by selecting a report category at the top of the form. Alternatively, use the search field to search for any portion of a report name.
Click on the report in the report list that meets your reporting needs. Review the Description - as this may help in report selection.
There are several actions which may be invoked for the selected report and these are described below.
Report Output/Format Options
In Gnosis version 1.2.790 and higher, the output options for each report will be displayed following the report name. A single click of these icons will produce the corresponding outputs.
You may also use the Export and Run Report buttons at the bottom of the screen.
- Export will produce a simple exportable data sheet.
- Run Report will produce either a print design or formatted spreadsheet if one exists.
Preview a Report
After a report has been selected, the report output may be previewed by clicking on the "Preview" button.
A report preview is identical to the full report in every way except it only contains the first fifty lines of report data. It would only be necessary to select the preview option if you expected the full report to be very lengthy and you didn't want to wait for the full report to complete running before reviewing it.
The output may then be reviewed to ensure the report is appropriate to meet your needs.
Before actually running a report, it may prove useful to determine how large (how many records) the report contains. This is done by clicking on the "Size Count" button.
The size count function is available for most standard reports and all custom designed reports. If the size count number comes back substantially smaller than expected, the report results fields are arranged differently from the standard listing and you will want to Run or Export the results to see the data available.
Scheduling a Report
This feature allows reports to be generated and sent automatically on a designated single time or repeating schedule at any time of the night or day to a specific user or group of users via email. See Report Scheduling for guidance.
Please sign in to leave a comment.