Skip to content

Reports Overview

This document provides a summary of reporting options and how configurable they are.

Report and Query Options

In CV, the meaning of a report usually means a purpose-built pdf or CSV output.

Available in Baseline Configurability Training
Built-in Searches
Searches/Filters Yes N/A Basics
Power Query Yes High Basics
Exports Yes Low Basics
Reports and Exports
Main Menu Reports Yes High Basics
Notebook Reports Yes High Basics
List Reports No High Basics
Pre-built Reports Yes Moderate Basics
Custom Reports No High Report Building
Reports and Exports
Home Dashboard Yes Moderate Basics
Custom Dashboards Yes High Basics
Notebook Dashboards Yes High Basics
Pre-built Gadgets Yes Moderate Basics
Custom Gadgets No High Gadget Building

CV Pro

The Report Builder is only applicable to enterprise clients using CV Pro or CV9.

Built-in Searches

  • Searches and Filters

    • Quick Find and Quick Search are easy and provide the most fields to search by
    • All grids support column filtering
      • You can filter by any column field by hovering over the column, clicking the down arrow and entering in the filter text. Reports Overview Image

    Note

    Built-in searches cannot be configured.

  • Power Query

    • Power Query Tools are available in Individual, Organization and Master Certification Lists
    • See example query below:
      • Searching for all individuals that have registered for the 2023 conference, but has not yet registered for the 2024 conference. Reports Overview Image
    • You have the ability to save/load query specifications and saved lists.

    Note

    The power query tool can be configured with any data field in the system upon request.

  • List Exports

    • You can export any list in CV by select the export option on the activity panel. Reports Overview Image
      • This will open up an export window where you can select the fields you wish to export. You also have the option to save/load export specifications at the top of the export window. Reports Overview Image

Reports and Exports

Option for reports to prompt for parameters

  • Main Menu Reports
    • Categories of reports on menu
    • Formatted vs. data/export
  • Notebook Reports
    • Filtered to notebook
  • List Reports
    • Filtered to lists
    • Only applicable to individual and org lists
    • Uncommon and custom
  • Pre-built Reports
    • System has many pre-built reports available in various locations. All reports managed from Information Central (CVPro clients only)
    • Customizable upon request, depending on client data and report's existing configuration
  • Custom Report
    • Upon request only
    • Enterprise clients using CVPro can build their own in Information Central

Dashboards

  • Home Dashboard
    • Available by default
    • Types of gadgets and examples include:
      • Actions Items
        • The Action Items gadget shows incomplete action items assigned to the currently-logged-in user. Clicking on the hyperlinked “Action” will open the action item. Clicking on the hyperlinked “Contact” will open the linked individual or organization notebook. Reports Overview Image
      • Table View
        • The Table View gadget provides a data table. This gadget has several additional features. Reports Overview Image
      • Snapshots
        • The Snapshot gadget provides pie charts, bar charts, and line charts. Use the Chart and Data buttons at bottom left to toggle between chart view and data view. Additionally, you can show/hide items in the legend by clicking on them. Reports Overview Image
      • Pivot Tables
        • The Pivot Tables gadget provides summary and drilldown analysis of a dataset. When first loaded on the dashboard, you are able to use the dropdown to select from the available pivot tables. If you open Expanded View, you will be able to drag-and-drop fields to “slice and dice” your data in new arrangements of summary or drilldown analysis. Reports Overview Image
  • Custom Dashboard
    • Any user can add a custom dashboard themselves
    • You can arrange gadgets as desired
  • Notebook Dashboard
    • Any user can add a notebook dashboard - available to everyone in a role
    • You can arrange gadgets as desired and you can filter it to the notebook
  • Pre-built Gadgets
    • CV comes with many pre-built gadgets, managed in the Shared List Manager (available to CV Pro clients only)
    • Use as-is depends on client data lining up with rules in gadget
    • Can request customization, depends on client data and gadget's existing configuration
  • Custom Gadgets
    • Upon request only
    • CV Pro clients can build their own using the Shared List Manager

More Resources