Reporting+ allows you to collect custom onboarding data from custom documents you have created in Commercials Onboarding & Timekeeping.
If you are looking to learn how to create a custom document to collect custom onboarding data, review either of these articles:
Accessing Custom Onboarding Data
After logging in to Reporting+, on the “Browse Reports” screen, if you have not created a report yet, click Use a template:
If you have created a report in the past, click + Create new report in the top right corner:
Next, select the “Custom Onboarding Data” template from the list and click Continue to Report Builder:
On the next screen, configure your report parameters by selecting your Production Company, Project(s), and Document Package you’d like to view. Then click Refresh Preview:
| Note: The Document Package list will include documents from both the company level and project level for you to choose from. |
In our example, we chose the “COVID-19 Safety Acknowledgement” document package where we asked our crew members custom questions about COVID-19.
In our preview generated below, we can see the answers to our custom document:
| Note: The preview within Reporting+ will show a maximum of 1,000 records. To view an entire report, click Run Report to download the full report. |
From here you have the following options with your data:
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Run Report: Will run the report in the background and notify you once it is ready for download, which will include the complete report results. You will be notified via email, and a notification will appear in your global notifications in the left-side menu:
Tip: You can click the down arrow on the Run Report button to specific which file type you want to download:
If you do not specify a file type, the default download will be an Excel file.
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Save Report: Saves the report to your Reporting+ dashboard to quickly run the report again. After clicking Save Report, you will name your report, add an optional description, and then click Save Report:
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Customize Report: Allows you to customize the report parameters and/or add filters.
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Adding a Filter: To add a filter to your report, click Customize Report and then click + Add Filter:
Next, select the column you would like to filter data within as well as the operator.
In our example, we will filter the “Vaccination Status” column to show answers that “Equals” “Fully Vaccinated”.
The result will show us only crew members who answered “Fully Vaccinated” to the “Vaccination Status” question.
To apply the filter, click + Add:
To see the updated data with the newly added filter, click Refresh Preview:
Our data has been refreshed to show the data that matches our added filter:
You can remove filters at any time by re-opening the “Customize Report” menu and clicking the X next to the filter:
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