Custom Reports

There will be times that, as an administrator, you may need to view a report of certain variables within your account in OmniUpdate. OmniUpdate’s Custom Reports feature will compile for you all the information you could need in one of these reports. For example, suppose you would like a report of all the users and what dates they made edits to the site. That information is instantly available to administrators. The Custom Reports screen provides administrators the ability to create detailed reports and the ability to export that data.

 

 

 

 

Launch Custom Reports

In order to access the Custom Reports feature of OmniUpdate, administrators (level 9+) must first go to the Admin tab and then select the Custom Reports tab in the second row of tabbed items.

 

Configure Report

To configure a report, simply select one of the report types from the drop down list shown below. The drop-down list allows you to select from 5 different report types. Those types are Users, Directories, Pages, Sites, or Groups. For example, if you select Pages you will see all the possible categories for that particular report.

 

Possible Categories

On the Configure Report screen you may choose what type of data you would like in your report. You may individually select certain items from the list to make a custom report or you may opt to select all the categories. To select all the categories at once, simply click the Select All checkbox at the top of the list.

 

Date Range Format

When inputting date ranges it is very important to keep in mind that the dates MUST be in this format: MM/DD/YYYY. The following is an example of how the date range data should be entered.

Start Date: 1/1/2009

End Date: 5/1/2009

 

Date Range Results Are Added

This feature provides administrators the ability to receive a report consisting of two date ranges. Below you’ll see two sets of input fields –one set for the Date Created range and the other for Last Login Date range. Keep in mind the results will be added together as shown in the example below:

Note: In the image above, the data in the Date Created column is from 2008, whereas the data in the Last Edit column is from 2009.

 

Run Report

To run a report, simply click the Run Report button shown below.

 

Reverse Column Order

To reverse the order in any column click the small black arrow located next to the column header. This feature will allow you to sort the data in reverse order either by date or alphabetically.

 

Jump to Any Page

You can jump to any page in the report by entering a number in the page box or you can toggle through each page one at a time by clicking the Previous and Next links. Additionally, you can jump to the first and last pages of the report by clicking the links for First and Last.

 

Modify Report

To modify your report, select the Modify Report link. This will take you back to the configure reports page. At this point, you can adjust your report and fine tune it to fit your needs.

 

Export Report

In order to export a report, simply click the Export Report button. After clicking the Export Report button, a standard dialog box appears on the screen asking you what program you would like to open the file with or if you would like to save it to the desktop.