How do I run/generate a report?

Reports in GovPilot allow you to view filtered and formatted data based on specific criteria. They’re often used for analysis, auditing, and sharing information across departments. Reports are pre-built by your system admin or team leads and are tied to specific modules. Each one is designed to help you answer a question, track activity, or summarize key metrics.

Steps to Generate a Report:

1. Select a report from the Home Page or the Reports dropdown in the Data Viewer of a module.

2. The screen will display the Report View layout, which includes:

   • A toolbar across the top

   • A report display area in the center

   • A Parameters panel on the right
     
     
     
     

3. Fill in the required parameters (such as date range, status, department, or record number).

4. The report will update automatically as you complete each parameter.

Note: If a report looks empty, check that all required parameters were completed.

💡 What are parameters?

Parameters are filters that define what data the report displays. They vary depending on the report—for example:

• A permit report may ask for a date range

• A licensing report might ask for status or staff name

• Some reports may require a record number or quarter/year

What Happens Next?

Once the parameters are filled in, the report automatically loads. You can then:

• Scroll through the report

• Use the toolbar to print, export, zoom, or search

• Adjust the parameters at any time to update the results instantly

Additional Resources:

• FAQ: How do I access Reports from the Home Page?

• FAQ: How do I access Reports from the Data Viewer?

Related search terms: generate report, fill out report parameters, report view, update filters, dynamic report, govpilot report screen, run report, adjust report criteria