Report Builder

Users can build their own reports using the Report Builder inside of Striven. The Report Builder has a lot of options called datasets, which house different types of data. Available datasets include Tasks, transactions, Customers, and more. Each dataset has its own set of filters and columns, which can include Custom Field data as well to help provide as many helpful options as possible. To find the Report Builder, you can use the steps in the image below:

Reports → Report Builder

After clicking Report Builder, you will be brought to the My Reports page. Here you will see all the reports you have built in the past or reports that have been shared with you by other users of your Striven system. There are search filters available to narrow down the report results and buttons to Add, Edit, and Deactivate reports as well. Below is an image of what the My Reports page looks like and a brief description of what you can accomplish here.

After clicking the Add button on the My Reports, page you will be brought to the Report Info page. Here you will be presented with a few options you can use when creating a report. Once the options are selected, you can click the Next button to continue to the Report Configuration page. Below is an image of what the Report Info screen looks like and a brief description of what you can configure here.

The Report Configuration Screen contains all the tools you need to build a report that works best for you including columns, filters, grouping, sorting, and much more. Each dataset will include its own list of columns and filters, but the basic functionality displayed on the Report Configuration Screen is universal across datasets. The following sections will cover the functionalities found here. These sections include configuring filters, sorting & grouping, and aggregation. Below is an image of what the Report Column Configuration looks like and a brief description of what you can arrange here.

Apart from adding columns, adding filters can help narrow down the results of your report to find exactly what you want to report on. If you are unsure of what to narrow down for you can also exclude information as well. If no filters are added onto your report a warning will appear to let you know that no filters exist in which you can click OK to continue or Cancel to go back. Below is an image of what the filter configuration popup looks like and a brief description of what can be done here.

If you like organized reports, sorting and grouping can help you in different ways. Grouping will group together data based on the selected column of your choice. For instance, if you group a report by Customer Name, then your report will be split into concise groups of data with each group representing the Customer’s activities within that dataset. Sorting will allow you to arrange the results in either descending or ascending order. If you are grouping, the sorting will show in each grouping as well. Below is an image of what the sorting and grouping configurations look like and a brief description of what you can configure here.

If you are reporting on numeric values like transaction or order amounts, Aggregation can help to automatically calculate totals per report and per group. In certain datasets this can include things like budget hours for Tasks, cost for Items, and more. Below is an image of what the Aggregation Configurations look like and a brief description of what you can configure here.

After you have configured all the options for your report, you are ready to click Run Report to see your results. The Report Results page will list all of the appropriate data based on the filters you have chosen. The Report Results screen includes tools you can use to rearrange your report, shrink or expand column widths, and more. Below is an image of an example report, what the results could look like, and a brief description of what can be accomplished here.

API Keys are available to use within reports created in Striven and can be found using any dataset of your choosing. API Keys will allow you to send data from Striven to a destination that can accept the API Key, like Google Sheets for example. The API Key refreshes data every 15 minutes, so this also allows you to share data from Striven and have it automatically update as well. By clicking the Key icon, you can begin enabling the API Key. Below is an image of what the API Key popup window looks like and a brief description of what can be managed here.

You can share reports you build with other users of Striven by clicking the Share icon in the Configure Report screen as seen in the example below.

With this guide, we’ve discovered how to build reports within your Striven system. We’ve discovered ways to sort, filter, group, and aggregate results. By using the information learned here, you can start building reports on the data you’d like to view and sharing them with people who need access.