SkyPrep's Reporting Wizard feature allows you to tailor reports to meet your needs whether you want spreadsheets or graphs. To access the feature, click on Reporting Wizard in the Reporting area.
You'll first need to select the Report Type, which determines the base type of report you want to run.
Depending on what type you select, the second step will allow you to choose which item you want to run the report on — most will allow you to choose between All items, a Select subset of them, or a Single item.
Based on the selected first and second steps, the third step will allow you to choose which report you want to run.
After the report has generated, you can toggle between the spreadsheet view and the visual view using the buttons in the upper-left.
You can also Favorite the report by clicking on the heart, allowing you to quickly run the report again in the future. The Calendar button lets you schedule the reports to be emailed out on a daily, weekly, or monthly basis.
Edit Columns allows you to add or remove columns from the report. To add new columns, click the Add Column button at the bottom of the panel.
If you click on the Add Filter button, a similar panel will pop up that allows you to tailor the data. It will list any active filters and has buttons to allow you to delete and create new ones.
Only data that matches the filters will be chosen. For example, running a report on all users but adding a filter for Account Creation Date and setting it to After Beginning of This Year will show you only users whose accounts were created this calendar year.
You can also share the report template with other Admins and Power Users (only available on select plans). By doing so, the report will show up in their Reporting Dashboard under the My Favorite Templates category in the Saved Templates section, allowing other users to quickly run the same report.
To share a report, click on the Share button highlighted below.
After giving your report a name, you can choose specific users to share the report with, or create custom rules to determine who has access to the template.
If using rules, click on the Add User Rule button to create a new rule — you can have multiple rules running simultaneously.
Once the rule has been added, click on Preview Users to ensure that only the correct people have access to the report.
