How to create a report from app data (App Reports)
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    How to create a report from app data (App Reports)

      Article Summary

      App reports offer a powerful tool for analyzing and understanding data within an application. They provide a visual representation of key metrics, such as total records, trends over time, and summaries of data. These reports enable users to quickly identify patterns, trends, and anomalies in their data, leading to more informed decision-making. By customizing the reports based on specific requirements, users can gain valuable insights into their data and optimize their workflows for better efficiency and effectiveness.


      One use case for app reports is in a customer relationship management (CRM) application. For example, a sales manager can use app reports to track the performance of sales representatives, including metrics such as total sales, leads generated, and conversion rates. By customizing the report to display this information, the sales manager can quickly identify top-performing sales reps, trends in customer engagement, and areas where additional training or support may be needed. This data-driven approach allows the sales manager to make informed decisions to optimize sales strategies and improve overall sales performance.

      In this article, you'll learn how to create a report from the data collected in your app to view all the transactions and related data. This feature is useful when you haven't maintained a separate database for your app and want to see the data from every transaction.

      For instance, imagine you have an app for collecting employee information in an organization, and this data is stored in a data table. If you lose any data from this table, you can locate it in the app data and consolidate it by creating a report to have a complete insight into the missing data.

      How to create a app report?

      • On app view page, select Reports option.

      • You will land on Reports page, click Create Report tab.

      • On Add Report page, you can see a default report name in the Report Name field.
      • Edit the Report name if required.

      • Next, you will see 5 radio buttons:
        1. Show as a grid: This option will show you the app data in a grid according to the selected data columns and date range.
        2. Show as a map: TBD
        3. Show Count: This option will show you the number of records entered in the app between the selected date range.
        4. Step-wise TAT Reports: With this option get the big picture of how long things take in each workflow step. These reports help spot delays and areas for improvement, making the whole process smoother and faster.
        5. Transaction-wise TAT Reports: Want to dive deeper? These reports break down the time for each individual transaction step by step. Perfect for finding specific hiccups and making sure everything runs like clockwork.

      • Select Show as a grid radio button.
      • Below the radio buttons, on the left,  you will see the list of form elements which you placed in the application.

      • Drag-and-drop the elements on to the right to construct the grid report with those form elements.

      • Click Save.
      • You can see the saved report in the app report list page.

      TAT Reports in Applications

      Turnaround Time (TAT) reports, on the other hand, focus on analyzing the time taken for different stages or steps within a workflow. They provide detailed insights into the efficiency of processes, helping identify bottlenecks and areas for improvement. TAT reports enable users to track the time taken for each transaction or step, allowing for a more granular analysis of workflow performance. By identifying and addressing delays or inefficiencies, organizations can streamline their processes and improve overall productivity.

      With these reports, you'll see your workflow in a whole new light. Better decisions, smoother processes and more efficiency and insights! Checkout the GIF below to know how to create TAT Reports.


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