Civic Review Reporting: An Overview
Civic Review offers several powerful reporting tools to help you gather the information you need. This guide provides an overview of the key reporting sections and how to use them to create different types of reports.
The Reports Section (For Simple Reports)
Use this section to build reports that you might need to run regularly, such as a monthly summary of new applications.
Navigate to Reports: Go to the "Reports" section in the left-hand navigation menu.
Add a New Report: Click the "Add Report" button in the top-right corner.
Set Filters:
Give your report a descriptive name (e.g., "New Licenses - May").
Add filters to define the data. For example, to find all business licenses from May, you would add these filters:
Permit Type: "Business License"
Date Applied: Set the date range from May 1 to May 31.
You can also remove or change the default "Active" status filter if you want to include all applications, regardless of their status.
Choose Columns:
In the "Columns" section, you can add or remove columns to control what information is in your report.
Standard Columns: These fields are available for all permit types (e.g., Entity Name, Contact Email, Date Applied).
Custom Columns: These fields are the answers to specific questions in your form.
Save & Export: Click "Save" and then "Download CSV" to export your report.
Once you have completed these steps, you can save your report and export it to your desired platform.
Civic Review Reporting: An Overview
Civic Review offers several powerful reporting tools to help you gather the information you need. This guide provides an overview of the key reporting sections and how to use them to create different types of reports.
The Reports Section (For Simple Reports)
Use this section to build reports that you might need to run regularly, such as a monthly summary of new applications.
Navigate to Reports: Go to the "Reports" section in the left-hand navigation menu.
Screenshot: Location of the Reports section in the left menu.
Add a New Report: Click the "Add Report" button in the top-right corner.
Set Filters:
Give your report a descriptive name (e.g., "New Licenses - May").
Add filters to define the data. For example, to find all business licenses from May, you would add these filters:
Permit Type: "Business License"
Date Applied: Set the date range from May 1 to May 31.
You can also remove or change the default "Active" status filter if you want to include all applications, regardless of their status.
Screenshot: Filters section with example filters for Permit Type and Date Applied.
Choose Columns:
In the "Columns" section, you can add or remove columns to control what information is in your report.
Standard Columns: These fields are available for all permit types (e.g., Entity Name, Contact Email, Date Applied).
Custom Columns: These fields are the answers to specific questions in your form.
Screenshot: Columns section showing a mix of standard and custom fields.
Save & Export: Click "Save" and then "Download CSV" to export your report.
The All Permits Section (For Complex Reports)
This section is ideal for more detailed or unique searches that require filtering on specific form data, like a business category.
Go to All Permits: Navigate to the "All Permits" section in the main menu.
Add Filters:
Add filters to narrow down your search. For example, to find all business licenses for "Carwashes" that applied since January, you would add these filters:
Permit Type: "Business License"
Date Applied: Set the date range from January 1 to the current date.
Form Data: This is where you can find specific data from the application form. Select "Business Category" and set it to "is Carwash."
Add Columns:
Click the "Columns" icon in the top-right corner of the permit list.
A list of all available columns will appear. Select the ones you want to include in your report.
Export the Report: After selecting your columns, you will need to copy and paste the information to a spreadsheet program like Excel or Google Sheets.
Important Note: When copying data, ensure your mouse pointer stays within the white area of the data table. If it moves outside of the table, the copied data may not paste correctly.
The Transactions Section (For Financial Reports)
The Transactions section is where you can generate reports on all payments and financial transactions.
Navigate to Transactions: In the left-hand menu, find and click on "Transactions."
Set the Date Range: Select the date range for your report (e.g., April 1 to April 30).
Choose a Report Type: You can pull one of three types of reports:
Full Transaction Report: This report provides comprehensive details for each transaction, including permit number, transaction ID, and payment information.
Cash Receipting: This option allows you to pull a report of payments taken by specific users.
Code Summary: This report provides a high-level summary of transactions by fee code, which is useful for financial reconciliation.
Export the Report: Once you have selected the dates and report type, click to generate and export your report.