Creating a Report

Key Points

• Creating reports requires specific permissions set by an administrator.

• Reports are built using a primary form and optional secondary forms.

• Clear naming, categories, and descriptions make reports easier to find and use.

• Permissions control who can view and edit each report.

• Filters and sorting help ensure reports only show relevant, actionable data.

• Reports can be refined over time as needs change.

Step 1 – Open Reports

Navigate to the Reports section in FlowLogic.

If you do not see this section:

• You likely do not have permission to create reports

• You may still see shared reports, but you cannot create or edit them

• Contact your administrator to request access if required

  

Permissions are set this way to protect sensitive data and ensure only authorised users can make changes.

Step 2 – Click Create New Report

In the top right-hand corner of the Reports screen, click Create New Report.

This opens the Report Builder, where all configuration takes place.

Step 3 – Name and Categorise the Report

Enter:

• Report name (e.g. Staff First Aid)

• Category (e.g. Requirements or HR Requirements)

• Description explaining what the report shows

Clear naming helps users quickly understand the report’s purpose.

Step 4 – Choose Private or Public

• Private: Only visible to you and higher-level users

• Public: Visible to users you assign access to

Even public reports still require permissions to control who can view or edit them.

Step 5 – Add Forms

Select which form the report will pull data from.

• Always start with the primary form

  • Example: Staff Basic Details

• Add secondary forms for additional information

  • Example: First Aid

Forms are moved from the left-hand list to the right-hand list.

Step 6 – Select Columns

Choose which fields appear in the report.

Examples:

• From Staff Basic Details:

  • First name

  • Last name

  • Gender

  • Date of birth

• From First Aid:

  • Certificate name

  • Completion date

  • Expiry date

Columns can be reordered to prioritise important information.

Step 7 – Configure Viewing Access

Assign read-only access to users who need to view the report but not edit it.

This ensures sensitive information is only visible to appropriate staff.

Step 8 – Configure Edit Access

Assign edit permissions to users who should be allowed to:

• Modify columns

• Change filters

• Update the report structure

You can also pin users to retain access while adjusting other permissions.

Pinning is useful when only specific users within a group should keep access.

Step 9 – Add Common Filters

Filters limit the data shown in the report.

Common filters include:

• Status filter (e.g. Active staff only)

• Latest SID filter (ensures only the most recent secondary record is shown)

These filters are widely used and prevent outdated or irrelevant data from appearing.

Step 10 – Use Date Filters

You can filter by:

• Custom date fields (e.g. start date, end date, date of birth)

• Preset system dates such as:

  • Record creation

  • Roster and shift dates

  • Timesheets

  • Leave

  • Invoicing

Date filters help focus the report on the most relevant timeframe.

Step 11 – Advanced Filters

Advanced filters allow you to refine data further using:

• Contains/does not contain

• Yes / no conditions

• Field-based logic from any included form

It’s best to keep initial reports simple and layer in advanced filtering later to avoid removing important data unintentionally.

You can also filter by site if required.

For this example, only:

• Active status

• Latest SID
  will be used.

Step 12 – Set Sorting Rules

Choose how the report should be ordered, such as:

• First name (ascending)

• Last name (descending)

Sorting helps organise data before viewing.

Step 13 – View Report

Click View Report in the bottom right-hand corner to generate the report.

Review the data to ensure:

• Columns are correct

• Filters are working as expected

• No important information is missing

Step 14 – Save the Report

Once satisfied, click Save Report.

Your report is now created and ready for ongoing use.

Outcome

You now know how to:

✔ Create a new report in FlowLogic
✔ Select forms and columns correctly
✔ Assign viewing and editing permissions
✔ Apply filters and sorting
✔ Save and manage custom reports

With these steps, you can confidently build reports that are secure, accurate, and easy for your team to use.