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How do I request a new report or a change to an existing report?

Any GovPilot user can run the reports already built for their modules, and any user can build a saved list of records in the Data Viewer. New formal reports and changes to existing ones are built by our team. This article explains which option fits your need, how to pull prior-year data from an existing report, and what to include when you reach out to our support team for a report request.

First, decide which kind of "report" you need

Two different things in GovPilot are often called a report.

  • A Data Viewer view. This is a saved list of records inside a module. You choose the columns, filter to the records you care about (for example, open permits by status or licenses expiring this month), sort them, and save the view so you can open it again. You can also export the list to Excel. You can build this yourself at any time.
  • A formal report. These live in the Reports section in the left navigation. They are formatted outputs with layouts, groupings, and totals, such as a Permit Activity Report or Inspections by Inspector. Our team builds and maintains these. You cannot create a new one yourself.

If you need a filtered list, specific columns, or an Excel export, build a Data Viewer view. If you need a formatted layout, totals, or groupings that no existing report provides, send us a report request.

Build a Data Viewer view yourself

  1. Open the module and go to the Data Viewer.
  2. Add or remove columns and apply filters until the list shows the records you need.
  3. Click Save As and give the view a name. The view is now available whenever you open the module.
  4. To send the list to Excel, use the export option in the Data Viewer toolbar.

[Screenshot needed: Data Viewer toolbar showing Save As and export]

 

Pull a prior year from an existing report

Reports are not locked to the current year. You can view any period by changing the parameters.

  1. In the left navigation, click Reports and open the report.
  2. In the Parameters Panel on the right side, set Date From and Date To to the range you want, such as 01/01/2025 to 12/31/2025. The report reloads on its own.
  3. If the report uses a Year dropdown instead of a date range, select the year you want. Choose a quarter, or leave it set to show all.
  4. Click Download in the report toolbar to export the results as PDF, Excel, or CSV.

[Screenshot needed: Report view with the Parameters Panel open and Date From / Date To visible]

Request a new report or a change

If no existing report meets your need, or an existing report needs a different layout, column, or calculation, reach out to our support team. Please include:

  • The module the report is for
  • The name of the existing report, if you are asking for a change
  • What the report shows now and what it should show instead
  • Any columns, groupings, totals, or filters the report needs
  • An example record number if the change relates to specific data

If a report you used before is no longer listed in the Reports menu, let us know the report name. It may have been reorganized.

✅ Pro Tip: Before requesting a new report, check whether a Data Viewer view with an Excel export gives you what you need. You can build it yourself in a few minutes.

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