Report Builder Video Library
by Quentin McPhee
A library of Reporting videos to guide you in the creation and tailoring of reports
Below you will find a selection of videos that will take you through some of the more common aspects of writing and modifying reports within the Vivantio Platform.
Other resources we have to help you with reporting are:
- A Help Guide that you can download to walk you through building a report from scratch
- A guide to the Report Catalog to download pre-built reports, use as they are or customize
- A guide to the fields in Report Builder and how to use them
| 1. Introduction to Reporting An overview of the reporting methods in Vivantio | 2. Report Builder Wizard An explanation of the Wizard, including the tables and fields within it |
| 3. Parameters, Filters and Sort Order An explanation of these features with examples | 4. Ticket Summary Report Example An example report to explain the bands and layout of a custom report |
| 5. Tailoring Standard Reports from the Report Catalogue How to tailor a standard Report Catalogue report in the Report Builder | 6. The Menu Bar An explanation of the functions in the menu bar at the top of the screen |
| 7. The Tool Box Menu An explanation of the functions in the left hand side menu of the screen | 8. Calculated Fields Examples and demonstration of the creation of calculated fields using SLAs and time stamps |
| 9 Chart Wizard (Auto Created Series) Full demo of the creation of a chart using the auto created series | 10. Chart Wizard (Manually Created Series) Full demo of the creation of a chart using the manually created series |
| 11. Common Fields and Functions A list of common fields and functions to provide some tips and tricks for report creation | 12. Pivot Grids Creation of a Pivot Grid to demonstrate how raw data can be displayed in a helpful format |
| 13. Quick Reports Two examples of Quick Reports using the ticket and asset system areas | 14. The Property Grid An overview of the grid and the functions within it |