Reports

Reset View

The Reset View option allows the user to change all the report formatting back to the default report setting 

Applying Report Changes

HopeWorks gives users more control over how and when report data updates using the "Apply" button. This helps improve performance when working with complex reports by allowing users to apply layout or filter changes manually.

• Apply Button: The Apply button in the Report Options menu allows users to manually apply layout and filter changes when automatic updates are disabled.

• "Apply Automatically" Setting: The Apply Automatically option in the Report Options menu lets users choose whether changes are applied immediately or only after selecting the Apply button. Note: The default state of the Apply Automatically setting reflects the user’s preference saved under Auto-Apply Changes in Account Settings.

When "Apply Automatically" is turned off:

The following changes do not refresh the data until the Apply button is selected:

• Adding or removing columns

• Adding, editing, reordering, or removing filters, sorts, or groups

• Entering or modifying text in the search bar

After any of these actions:

• The report data, pagination, and row count appear grayed out.

• The Apply button becomes active and must be selected to update the report.

HopeWorks allows the user to save a customized view of a report.

Copy View

To create a custom view:

• Go to Reports and select the report that you want to work on.

• Click on Customize button at the bottom of the screen to open the report builder.

• At this point, the user has two options to create a custom view:

Option 1:

• Click Copy View.

• A window will appear, the user must enter a new view name.

• Click on the Create View button.

• The custom view will appear on the report View tabs section.

• Customize the report by adding and removing columns, applying filters, sorting, and or grouping data.

• Click on the Save View button to save customizations made on the new view.

Option 2:

• Change how the data is viewed by adding and removing columns, applying filters, sorting, and or grouping data.

• Click Copy View.

• A window will appear, the user must enter a new view name.

• Click on the Create View button.

• The custom view will appear on the report View tabs section.

Save View

To save changes to a custom view:

• Go to Reports, select the report, and view that you want to work on.

• Click on the Customize button at the bottom of the screen to open the report builder

• Customize the report by adding and removing columns, applying filters, sorting, and or grouping data.

• Click on the Copy View button to save customizations made on the custom view.

Rename View

To rename a custom view:

• Go to Reports and select the report and view that you want to rename.

• Click on the custom view options dropdown on the top-right of the screen and select Rename View from the list.

• A window will appear, the user must enter a new view name.

• Click on the Save View button in the window to save name changes.

Delete View

To delete a custom view:

• Go to Reports and select the report and view that you want to delete.

• Click on the custom view options dropdown on the top-right of the screen and select Delete View from the list.

• A confirmation window will appear, select Delete View.