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Overview

The Predefined Reports page is a collection of reports provided by OneStrata as a quick way to get started with analytics, instead of manually building each report from scratch.

Predefined reports are read-only and cannot be edited, with a few caveats:

  • Certain filters can be applied to predefined reports (see System Predefined Reports Reference). However, any filters that are applied are not saved to the predefined report.
  • Users with the Reports > Analytics > Create/Modify Reports permissions can copy predefined reports as new reports that can then be edited.

List of Predefined Reports

There are four predefined reports:

A Shared Block
shared-block-keyPredefined-Reports-List
Predefined Report NameDescription

Order Detail Report - Summary by Agency by Month

Agency Summary

A summary of order costs, grouped by Agency and month.

Order Detail Report - Summary by Supplier by Month

Supplier Summary

A summary of order costs, grouped by Supplier and month.

Order Detail Report - Summary by Client by Month

Client Summary

A summary of order costs, grouped by Client and month.
Order Summary ReportA summary of order- and Cost Line-level details

For a list of columns of and filters that can be applied to each report, see System Predefined Reports Reference.