To see the list of reports available, click on the Report tab on the main menu.
Double click on a report to open the report page
Run a Report
Reports can be generated at various levels in the system.
You can create reports within stakeholder, property, interaction, task, and complaint records. These reports are specific to the record itself.
Essential fields are located on top of the report
For the date range, enter your own date range using the date picker or select from the dropdown list
Direction: default as In and Out, you can select from the dropdown list if required
Top X category: Select from the dropdown
To select multiple items from a list such as the Communication Method list, hold the Control key, then select the items. Do the same if you want to deselect any items.
Report across all items in the filters: you don’t have to select anything. The default is if you select nothing, Darzin will select everything across all filters.
To use any filter:
Expand the list to select the items you want to include in the report. Selecting nothing from the filter, Darzin will produce a report across all options in that filter list, as well as items that have not used that particular filter.
For example, if you are reporting using the Contact Group filter, selecting nothing will give you data across all stakeholder groups, as well as data that has not been allocated to any zone. If you want to see only data that is linked to a contact group, then you would select that contact group under Contact Group filter and run that report, as shown below.
If you want to see data filtered by a particular classification category, expand the Classification Tree and select the category on the tree
The Boolean search options (and/ or/ and not) are available on top of the filter to allow you to further slice-and -dice information. The default setting is OR which would give you data for either/or categories selected. For example if you select Categories A, B and C in the filter list, the report will give you data that is Either A OR B OR C. If you use the AND setting, it will give you only data that has been categorised to A AND B AND C. If you select AND NOT, it will give you only the data that has not been categorised as A AND B AND C.
Click on “Create Report” to run the report. The report will open up as a new tab on your internet browser.
If you don’t see the report, make sure you unblock the pop-up for au.darzin.com from your internet. Then click on “Create Report” again.
Save favourite reports
You can mark your favourite reports so it is easy to find them next time you are in Darzin. Click on the star next to the report, and the report will now display under My Favourites. Overtime My Favourites become the main report selection for your or your organisation.
Schedule automatic delivery of reports
To set up automatic delivery of reports follow the steps below.
Select the report you want to schedule for automatic delivery from the reports menu
Select Schedule Report
Fill out the form with report name, email subject, and receiver email addresses. Separate multiple email addresses with a semi colon.
Select the start and finish date for the automatic delivery
Select the option to send the report every day, every week or every month. Assign a time that the report will be delivered, for example, at 9am every day or at 9am every Monday, or every first Monday of the month.
Select Create Report Schedule.
See example report schedule below.
Once the report is scheduled for automatic delivery, the report will show under My Favourites.
You can delete or edit the report schedule here.
Report across projects
To report across projects you must enter Darzin in All Projects mode. By default, only domain administrators, domain users have access to All Projects.
At the project selection page right after login (Login – select Domain – select Project): Instead of selecting a specific project, you select the All Projects option on the top right corner.
You are in the Read Only mode to run reports and view data only
Locate the Reports icon on the main menu, select the report that you want to run. Fill out the essential fields and select filters as you see fit. Follow the steps to create a report above.
Expand the Project List to select the projects you want to include in the report. If you want to report across all projects you do not have to select any project. By default Darzin will select all projects.
To select multiple projects from the list, hold the Control key, then select the projects. Do the same if you want to deselect any projects.
Select Create Report.