Reports in the All Permits Section

There are two areas we use to build reports in Civic Review. The first is the Reports section. This help article shows how to build reports in the Reports Section. The second is the All Permits section. This article will be focused on the all permits section. It will walk through setting up filters and columns to get your desired report.

The All Permit section is especially useful when you need a very specific report. For example, let's say you need a report that only pulls out daycare business licenses or a report that only pulls out single-family home projects from building permits. This is the perfect area to do that!

All reporting in Civic Review (in both the All Permit and Reports sections) is based on Filters and Columns:

The first thing you need to understand is filters. On the left side of the All Permit screen, you should see a section that looks like this:

This is where you will narrow down the data that is pulled into your report. If you click "add filter," you will see two options for columns.

Option 1 is your standard column. This is information that every single application will have, whether it is a business license or a building permit. It contains details like the application number, the date the application was submitted, and the application status.

Option 2 is your form data. This is information contained within a specific application type. It is based on the questions that were answered by the applicant. Here you will find details like business name, project name, street address, phone number, etc. If you want information from this column, you must select ONLY one permit type at a time.

You can use these filters to narrow down your report to the specific information you want. Let's say I want information on commercial businesses that fall under the category of restaurants and applied during this year. My filters would look like this:

Once you have your desired filters set up, you need to select columns. You'll see the button to edit columns in the top right corner of your screen. It looks like this:

In that menu, you will see similar options to the filters. There are two columns, standard and form data. This is where you will select which information you'd like to show up in the columns of your report. Let's say I want to know the permit number, business name, applicant email, business address, and date applied. My columns would look like this:

If you don't like the order of the columns, you can use the 3 little dots next to each checked box to click and drag them into the order you prefer.

Now that you've created the report, you have another option for customization. If this is a set of filters that you view often, you can save this view and it will automatically refresh for you. This is helpful so you don't have to re-create these filters every time you want to view this report. You should see a blue button that says "save this view" on the left side of the screen.

When you click this button, you should see a section pop up where you can name your report. You can also decide if you want it to be visible to all users, or if it is only applicable to you. If you want it to be visible to everyone, check the box.

Once you've saved this view, you'll find it in the dropdown menu called "saved views." It will be in the top left corner of your screen.

You can export from the All Permit section directly to a spreadsheet format. Here's a help article that shows how to do that: Exporting in the All Permit Section.

Here's a webinar that walks through all the cool stuff you can do within the All Permit Section: