Using Report Builder

Analysts can export collections created in Workstation to a shareable PDF using Cogynt Workstation's Report Builder. The customizable PDF is ideal for distribution outside the Cogynt platform, or for keeping physical records. A variety of layouts are possible, and finished reports can be saved as templates for replication. Once a report template is created, it appears as an export option on the Export Data menu of any collection loaded onto the Object Details Viewer widget.

Advanced users with some knowledge of Cascading Style Sheets (CSS) can make use of the powerful styling options available.

Accessing Report Builder

Accessing Report Builder requires the following permissions:

• Workstation: Report Builder - Write

To access Report Builder:

1. At the top of Workstation, click the Designer tab.
2. In the left side navigation panel, click the Report Builder icon.

Building Reports

Templates help simplify creation of future reports, or standardize formats within an organization.

After accessing report builder, the next screen offers to Open an existing report, or Create a New report. When a new report is created:

1. Type in a Report Name.
2. Provide a description if desired.
3. From the Report Type menu, select "Collection Report".
4. Click Ok. The page changes to build mode, which appears as a blank white page.
5. Style the report as needed.
6. When finished, at the top left of the screen, click the File menu and select Save.

The template is exportable as a PDF for any collection in Workstation the moment it is saved.

Editing Report Builder Templates

Report builder templates can be modified to change a specific field, or deleted if they are no longer needed or were created by mistake.

To edit or delete an existing Report Builder Template:

1. Navigate to the Report Builder tool.
2. Click the Open button. A modal popup opens.
3. Select the template to modify and click Ok.
4. Edit the template as needed. When finished, at the top left of the screen, click the File menu and select Save.
5. Delete the template by clicking the File menu and selecting Delete. Confirm the deletion, or click Cancel to preserve the template.

Duplicating Report Builder Templates

Once a template is constructed, it can be copied to duplicate and re-use it as needed.

To duplicate an existing Report Builder Template:

1. Navigate to the Report Builder tool.
2. Click the Open button. A modal popup opens.
3. Click Copy As. A new modal popup opens.
4. In the Report Name field, type a report name.
5. Optionally, in the Report Description field, give the report a description to explain its purpose in greater detail.
6. Click OK to duplicate your report, or Cancel to cancel the duplication.

Import Report Builder Templates

Import Report Builder Templates to instances where Report Builder 2.11.X version of Cogynt is running.

To import a Report Builder Template:

1. From the Report Builder tool, click the Import Template File button.
2. Locate the file (.zip) to import, or drag the template file into the Report Builder tool screen.
   • The template name is derived from the name of the .zip file.
   • Files with the same name will automatically differentiate from one another by appending a number to the end.

Export Report Builder Templates

To export a Report Builder Template:

1. From the Report Builder tool, with a report open, click File.
2. Click Export Template. A file is downloaded named after the open report the template is built from.