Once your app processes are underway, you'll want a way to track and analyze the app data. Every single element on PeopleGoal has a unique ID, and this is stored in the Data view on each app. This means that you can build custom reports using every data point your app, and assess the areas that are most important to your company.
To get started with building reports, open up your app and click the Data tab.
Jump straight to:
Your app data is stored as a table.
Each row is an item created within an app.
Columns are sorted as:
Your default view shows every data point in your app. You can then start to filter and sort the spreadsheet, and save these as new templates.
Click on a column title you want to edit. You can hide the column or sort by ascending or descending.
You can also add a report-wide Filter to the data. For example, you might want to look at only completed items and ignore those that have an "In progress" status.
So for our example above, we'd add a filter where "Status" (element) "contains" (operator) "Complete" (parameter), and the whole table will show only items with a completed status.
Toggle Public report template on or off to share this report with anyone else in the app. If this button is off, only the person who created the report can view it.
App permissions will control the data visibility. So if you have "Create only" permission within this app, only your own items will show up on this report. If you have "owner" permissions you'll see all item data.
Toggle Default report template on or off to make this the first report users land on when they open up the Data view.
Always remember to save your changes! Reports do not auto-save.
Now that your template is built, all the data will remain up to date any time someone creates or submits a new item. Any time you return to this report in the Data view, it will be the latest version of your app data.
You can also "run a report" at any time to both save a "point in time" copy of your report, and to export it offline.
You've now started to build a historical record of reports that you can return to anytime by clicking Reports in the navbar.
Of course, this is just the first step in building a custom reporting suite. In the Become a Pro section you'll learn how to work with charts and how to schedule your reports to be automatically sent to designated users on a regular basis.
PeopleGoal Support Team
Account Management & Implementation Specialists