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Features

Creating Reports from Excel Report Templates

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Starter

Intermediate

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All users

User Group Permissions

FYI Admins

Using Excel Report Templates, users can create reports in FYI, with the ability to customise the data that's displayed and automatically file the report to the relevant cabinet in FYI.

For more details on the available Report Templates, refer to Managing FYI Excel Master Report Templates.

Creating a Report

  1. From FYI, click the + button and select Report from the list of document types.
    Tip: From the workspace, simply press the shortcut key R.

  2. The Create Report Drawer will display on the right-hand side.

  3. The type of Report defaults to Excel Report. To run the Capacity Planning Report type, refer to Running a Capacity Planning Report, Making Adjustments and Refreshing the Report Data.
    3250_Create_Report_Drawer.gif
  4. In the Drawer, select or enter the report details. Refer to Report Field Details below for details on each field. 
    3249_Create_Report_Drawer.gif
  5. Click Run.
    Tip: you can use Automations to create Reports automatically. 

  6. An entry will be added to Practice Activity to show the report was requested. 

  7. A Notification will be sent to the User that has run the report when the report is available.
    3251_Report_Notification.gif
    If a notification has not been received, the report may not have been created. Refer to the article Excel Report not generated and a Notification was not received.

For information on opening and editing reports, refer to Opening and Editing Reports.

Report Field Details

The following options can be configured when creating a report in FYI.

Field Details
Template Select the Template from the list of your Master Report Templates. All Active Reports with Excel Reports enabled will display in the drop-down. Refer to Managing FYI Excel Master Report Templates. The selected template will automatically populate the View Type and Filing details.
View Type

The View Type is used to select what type of data is shared with the report.

Select a View Type relevant to the report, for example, the "Job Profitability Report" would use a View Type of "Jobs".
The View is used to determine the data and columns that display in the report. This field is only displayed after the View Type has been selected.
Include All Columns

Enable this setting to add all available columns to the report. This will include all available columns in the report, not just those currently displayed in the selected View.

Reports containing an excessive amount of data may not be able to generate. Untick this setting to reduce the data returned in the report.
Filing Name

The Name is used when the report is created, and displayed in Document Lists.

Merge Fields can be used to customise the Name when the report is created. For example, running a report in January 2024 with the Name of "Job Profitability {{ "now" | add_interval: "-1 month" | date: "%B %Y" }}", the report would be created with the name of "Job Profitability December 2023".

Sample Report Names have been provided in the Master Report Templates article. Refer also to Merge Fields Glossary and Formatting Merge Fields.
Filing Cabinet

Defaults to the Cabinet selected in the Template and can be updated if required. When the report is created, it will be filed to this cabinet.

The Cabinet determines which users can access the report, managed via User Groups. If a Cabinet is not selected, the report will be filed to the practice level filing default.
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