Create and run report

Siteline administrators can create and run reports. If needed, the reports can be shared with a department, sub-department, or a person.

1. Navigate to 'Reports' tab on the menu ribbon
2. Click 'Add new report'
3. Give a name to the report and click 'create report'
4. If you prefer, share with: department, sub-department, or a person. This step is optional.

1. Click on 'Data Fields'. Here you define the fields that will be included in your report. Dragging a field into the right-hand window will result in a new column being added to the report spreadsheet. Selecting some fields will result in more than one column or row being added. These fields have a button next to them which you can click for more information. You can also rearrange fields in the right-hand window to define the order in which they appear in the spreadsheet.
2. Click 'Save' and Run
3. Siteline then creates a report and outputs it as an excel spreadsheet.