Table of Contents

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.

 

Support Resources

All Query Building Support Articles

Primary videos and articles from this section:

  1. Understanding & Building Queries
  2. Creating a Participant Report
  3. Editing an Existing Report
  4. Repurposing an Existing Report
  5. 10 Basics & Best Practices for Queries
  6. 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.

Lastly, you can mark reports as your favorites so that only your favorites will appear when first loading the report center.  Search for Report Favorites for additional information on this option.

There are several actions that may be invoked for the selected report and these are described below.

 

Report Output/Format Options

Output options are displayed following the report name.

QueryOutputIcons.jpg

 

A single click of these icons will produce the corresponding outputs:

QueryOutputs.png

  • Exportable Data Sheet/Gnosis grid: Not editable in Gnosis but can be saved as an Excel file*. By default, all Gnosis queries provide this output format.
  • Print Design: A highly formatted document exportable as a PDF. Desired edits will likely require Support assistance.
  • Spreadsheet: Opens as an editable Excel file within the Gnosis application and therefore can be saved externally as an Excel file.

* If you find you are repeatedly exporting a Gnosis grid and reformatting externally via Excel, it is recommended to create a Spreadsheet output so the desired formatting will be applied every time the report is run.

 You may also use the Export and Run Report buttons at the bottom of the screen. 

  • Export will produce the exportable data sheet/Gnosis grid.
  • 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.

 

Size Count

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.

 

 

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