Report Center

Overview

When you want deeper insights into your business, CORE has an array of reports at your disposal. Reports can be generated directly from the screens (in-context reports) or from the main Report Center screen.

Report Center allows you to easily add, configure, and run reports. The report templates include the base reports that you can configure and customize as per your requirements. Report templates are categories in groups of closely-related reports, searchable and segregated with tags. CORE also allows you to save your custom reports in the Report Templates list. 

You can apply filters and set display options for your reports. The reports display the applied filters on them to add more context to the information. Most reports display grand totals at the end and allow you to drill down into the details. CORE displays the breadcrumb trail to enhance accessibility and improve the visibility of reports within the reports hierarchy or folders.

Besides the screen-level security, you can make reports dealing with critical data more secure by assigning report-level security to the users in your company. CORE then displays those reports accordingly based on their subscription package. 

The default view of Report Center might displays two tabs, depending on whether you have any saved or scheduled reports in there.

  • Reports
    These are the report configurations that you have saved, so you can run these reports with a single click. Your own reports, as well as those created by others in your company and shared with you are all listed here. You can run these reports directly from here or take other actions on them using the row-action menu.
  • Scheduled

    These are reports that you set for automatic generation and delivery to specific people (individuals and groups) at a scheduled frequency. CORE saves any filters or parameters you use while scheduling reports. They are private to the user who creates them, but can be shared with others in the company, if required. CORE does not allow anyone other than the report owner to edit or delete the scheduled reports. However, it allows you to add new report schedules to an existing group if that is set as shared. 

    Note: Scheduled reports feature is not available for trial accounts and sample databases.

You can have BQE Software create custom reports for your unique company needs and add them to your CORE database by emailing customreports@bqe.com. You can access them from the Report Center > Reports tab.

Field Descriptions

Basic Tasks

Add and Configure Reports

Print Reports

Advanced Tasks

Apply Report Filters

Clone Reports

Schedule Reports

Export Reports

Email Reports

Use Custom Reports

Mark Screen as Favorite

Field Descriptions

Field Name Field Description

Report Center > Reports >

Report Name

Name of the saved report configuration.

Owner

User who created the report is the report owner. Other users cannot delete or edit reports that you have created as the owner of the reports. 

View Access

Reports can be tagged as Only Me (wherein only you can access it), Company (others in the company with relevant security permissions can also access it), or Specific People (only specific CORE users will have access to the report). The Only Me flag is only visible to the creator of the report. 

Report Center > Configure Report > 
Folder

Folders help you categorize different reports and group similar or related reports together. You can choose whether to save the new report under an existing report folder or create a new folder from scratch.

Set Filters

Select the filters for the data you want to display on your report.

Advanced Filters:

And/Or

In/Not In

AND narrows the search for records that match the first filter and any filters with an AND. This is referred to as an 'intersection of data'.

OR broadens the search by getting records that match one or more filters with an OR. This is referred to as a 'union of data'.

NOT is an exclusion filter where you specify the items or data that should not be queried or fetched for the reports. This In and Not In filter has amazing power in analyzing data. For example, you might want to run a billing analysis report and not include a few projects.

Set View Access

CORE allows you to choose who gets to run and view the reports. You can tag a report as Only Me (wherein only you can access it), Company (others in the company with relevant security permissions can also access it), or Specific People (only specific CORE users will have access to the report).

The Only Me flag is only visible to the creator of the report. By default, this option is checked so that the report is only accessible to you.

Report Center > Scheduled >

Schedule/Report Name

Displays the name of the saved scheduled report.

Frequency

Displays the time, frequency, and end date of your saved scheduled report.

Edit Access

Displays who has permission to access and edit the scheduled reports. 

Report Center > Schedule Report >

Unnamed Schedule

Allows you to enter a new name for the scheduled report. The name can be of up to 100 characters.

Schedule

CORE allows you to schedule a report for automatic delivery to the selected recipient. You can create a new schedule for the selected report or add it to an existing schedule.

Frequency represents the occurrence at which the scheduled report is delivered to specific people (individuals and groups). You can set the frequency as Daily, Weekly, Monthly, etc.

It also displays the start day and time (when you want CORE to automatically send out reports to specific people) and the end date.

Recipients

You can email the report to a specific person, employee or client by selecting that in the Email Recipients field. 

Subject: CORE pre-fills the subject line of the email with a system-generated text:
"Scheduled Report: <Attachment Name>, Schedule Frequency: <Frequency>".

E.g., "Scheduled Report: Activity.pdf, Schedule Frequency: Monthly"

Message: The message to be sent is entered in the main body of the email. You can edit it using the formatting toolbar.

Set Edit Access

You can choose who gets to access and edit the scheduled report. You can set access as Only Me (wherein only you can access it) or Company (others in the company can also access it).

Report Center > Email > Compose Email >
To You can send an email to multiple recipients and also copy them using the CC and BCC options. You can click on the Choose Contact icon to open the Address Book and select multiple individuals or groups to email. However, if you are using a trial version of CORE, it does not allow more than 3 distinct recipients at a time. For paid subscriptions, this limit is 50 recipients at a time.
Subject Subject line of the email. You can also insert smart fields into it using the Add Smart Field option on the right.
Message Body of the email. It can be entered and edited using the formatting toolbar.

 

Add and Configure Reports

The Reports tab displays a list of reports added by you as well as those shared with you. These reports are either organized within folders or listed separately. All folder consists of all reports that are either added by you or shared with you. Each report has options that allow you to configure settings and filters that control how the report looks. 

To add a report, follow these steps:

  1. Open Report Center from the side menu > Reports.

    Add Report 1.png

  2. On the Reports tab, click Add Report to view default report templates.
  3. On the Select Template screen, choose a template from the Templates list. Some reports appear in groups of related reports. You can preview the selected report sample on the right and read its description at the top.

    Add Report 2.png

    Note: The sample report does not contain actual data.
  4. You can use Tags to narrow your search results for the report. As an example, click on the tags Employee and Time & Expense to find report templates that have both data. You also have an option to search for any report in the Search Templates box at the top.
  5. When you have selected the report template you want, click Configure Report on the top-right.
  6. Enter a name for your report configuration and also select the relevant Folder from the drop-down. You can also create a new folder here.

    Add Report 3.png

  7. Next, set up filters and display options to see selective data on your report.
  8. Also specify the view access for your reports. Check out Field Descriptions above for details.
    • Only Me
    • Company
    • Specific People
  9. Click Save & Close. A new report is created and you can view it on the Reports tab. CORE allows you to rename or delete reports or report folders from here.
  10. Click Run. The report displays in the viewer on another tab or window.

Print Reports

CORE reports print the applied filters on each report to add more context to the information.

To print a report, follow these steps:

  1. Open Report Center from the side menu > Reports.

    Add Report 4.png

  2. On the Reports tab, select any report from the list, and click Run.
  3. The report displays in the viewer. You can make changes to the report options by clicking the  Configure icon.png icon on the toolbar. 

    Report 5.png

  4. Click the Print Icon.png icon on the toolbar to open the report in the PDF viewer from where you can download or print it.
  5. Alternatively, you can right-click on the report and select Print. Check Viewer for details.

Apply Report Filters

All CORE reports have filters and display options available so that you can control how the reports look. For instance, if you want your expense reports to be grouped by project or employee, such options are provided. On the other hand, if you want to see expenses for a specific client only, you can apply advanced filters for that. CORE also offers groups and custom fields as filters. There are advanced AND and OR filters, which allow you to specify what data to include or exclude from the reports. CORE reports print the applied filters on each report to add more context to the information.

To apply filters on a report, follow these steps:

  1. Open Report Center from the side menu > Reports.

    Apply Filter 1.png

  2. On the Reports tab, select any report from the list. 
  3. Click the row-action menu ellipsis 1.png to select Configure. This allows you to apply filters before previewing the report.

    Report 5.png

  4. On the Configure Report screen, under Set Filters, apply the relevant filters, say Group By or Date.
  5. Click Advanced Filters and select And from the drop-down to narrow the data or Or to broaden the data set. Then select the corresponding items from the drop-down lists using In and Not In variations. Check Field Descriptions above for details.

    Apply Filter 2.png

  6. For your ease, you can toggle the Enabled/Disabled switch to apply filters or remove them, respectively.
  7. Click Save & Close or Run to display it in the viewer.

Note: By default, profit and loss reports are based on the fiscal year but you can change that by applying date filters. You can use Actions > Reset Filters and Options to reset all the report filters and options to their default values.

Clone Reports

You can clone or copy reports to save time in creating new ones. You can clone an existing report to make changes without altering the original. 

To clone a report in CORE, follow these steps:

  1. Open Report Center from the side menu > Reports.

    Clone Reports 1.png

  2. On the Reports tab, select any report from the list and click the row-action menuellipsis 1.png to select Clone.
  3. Click Shape 1.png to rename the (Clone) report. Choose a folder wherein you want to save the cloned report. You can create a new folder or choose None if you want the cloned report to be displayed in the report list without a folder.

    Clone Reports 2.png

  4. Next, you can change the filter and access settings of the report as per your requirements.
  5. Click Save & Close to save the changes to the cloned report or click Run to display it in the viewer on another tab or window.

Schedule Reports

CORE reports can be scheduled to be delivered at any time chosen by you. The reports are delivered as per the user's time zone (based on regional settings). You can see all the scheduled reports listed on the Scheduled tab of Reports Center. CORE automatically deletes the expired schedules after one week if these are not deleted manually by you (the scheduler).  The scheduled reports feature is not available for trial accounts and sample databases.

Note: You can schedule a maximum of 40 reports company-wide in CORE.

To schedule a report, follow these steps:

  1. Open Report Center from the side menu > Reports.

    Scheduled report 1.png

  2. On the Reports tab, select any report from the list.
  3. In the list view, click the row-action menu ellipsis 1.png to select Schedule. You can also do so from the Configure Report screen.
  4. On the Schedule Report screen, choose your Schedule options:
      • Create new schedule
      • Add report to existing schedule

        Schedule report 2.png

  5. Based on your selection, enter the required information. Check Field Descriptions above for details.
      • Start/End Date
      • Frequency
      • Time
  6. You can email the report to a specific person, employee or client (or their groups). Select the Recipients or search for them from the drop-down list. Check Field Descriptions above for details.
  7. Enter a Subject line and Message, if needed.
  8. You can tag a scheduled report as Only Me or Company under Set Edit Access. Check Field Descriptions above for details.
  9. Click Schedule. The scheduled report is displayed on the Scheduled tab. Check Field Descriptions above for details.
  10. On the Scheduled tab, you can click the row-action menu ellipsis 1.png on a report group to view, edit, email, or remove the scheduled report group. 

    Schedule report 3.png

Note: You can use Reconcile if the report server fails or becomes unresponsive. It re-schedules the reports and sends out the scheduled email. Reconcile runs the schedule again only for the reports that had problems and did not run. This option is available under the ellipsis 1.png drop-down menu only if that drop-down is opened using Ctrl + click.

Export Reports

CORE allows you to export reports to other formats such as PDF, Word, Excel or CSV. The Export feature for Microsoft Excel handles numeric and currency fields. You can use the Excel output to create summary columns or add your own formula in case of selected reports like Contract Analysis, Account Transactions, and Profit & Loss reports.

To export a report in CORE, follow these steps:

  1. Open Report Center from the side menu > Reports.

    Export Reports 1.png

  2. On the Reports tab, select any report from the list and click the row-action menuellipsis 1.png to select Export.
  3. You can choose from the options and export to another format (PDF, Word or Excel). It displays in the relevant program or prompts you to save the file.
  4. If you open any CORE report in the viewer, there you can click export_options_icon.png on the toolbar to export it to another format (PDF, Word, Excel or CSV).

    Export Reports 2.png

  5. An export file is created and saved on your system at the default download location, say your desktop. Click to open the file.

Email Reports

To email a report, follow these steps:

  1. Open Report Center from the side menu > Reports.

    Email Reports.png

  2. On the Reports tab, select any report from the list. 
  3. On the list view, click the row-action menu ellipsis 1.png to select Email (this option is also available on other screens). You can email reports in different formats (PDF, Word or Excel).
  4. On the Compose Email screen, enter the required information. Check Field Descriptions above for details.
    • To
    • Subject
    • Message

      Email Reports 2.png

  5. Click Add Attachments if you want to attach any other files to the report from your computer or any cloud storage. You can also drag-and-drop any file into the Compose Email window from your desktop or email program.
  6. Click Send Message.

If the email is sent to an address that is no longer working, there is a bounce-back email sent to let you know about this.

Note: You cannot remove the default or system attachments. Only user-defined attachments can be added or removed. CORE restricts the file size of the attachments to 10 MB and sends the attachments as a single zipped file.

Use Custom Reports

You can have BQE Software create custom reports for your company and add them to your CORE database. You can then access them from the Report Center and enjoy the flexibility of printing, previewing, and scheduling those reports, just like any other report.

To run a custom report:

  1. After having BQE Software create a custom report for you and add it to your CORE database, open Report Center from the side menu > Reports.

    Custom Reports 1.png

  2. On the Reports tab, click Add Reports.
  3. Click the Custom tag to view all your custom reports in the Templates panel.

    Custom Reports 2.png

  4. Next, click Configure Report to name your report configuration and also select the report folder. You can configure filters and options per your needs to see selective data on your custom report.

    Custom Reports 3.png

  5. Click Save & Close. You can view your custom report on the Reports tab.
  6. Else, click Run. The report displays in the viewer on another tab or window.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, follow these steps:

  1. Open the Report Center from the side menu > Reports.

    Mark as Fav.png

  2. Click favorites.png on the top-right.
  3. You can access this screen from the side menu under Favorites.
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