Creating a Report in the Report Builder
How to Create a Report in the Report Builder
Watch the video:
Step-by-step instructions:
To open the Report Builder, click on Settings, then Provider Build, and then the "Advanced Report Builder" button. (If you do not see the button, see this article for turning it on).
First, click Create New Report in the top right to create a new report:
The Create Report Window
Type in a report name, and select the main (focus) model of the report (see below). Then click Create to create the initial report.
A model in the Advanced Report Builder is a set of data fields from a specific area of SETWorks, for example Authorization data, or Goal data, or Activity Record data.
Note that once you create a report, you can combine data from other models as well. However, the main model is important to select, as it determines what data the system will first pull from the system. All other models combine onto the main model.
This is important for this reason: Envision you are creating a client report that includes authorization information. If you select the main model to be Authorizations, and then you combine it with Clients data, you will only have data on clients that have authorizations. If instead you first select the Clients model, and then later combine authorizations, you will have a report that shows all clients regardless of if they have authorizations. If you want to control this more granularly, see this article.
The Report Builder page
The system will automatically open up the report builder for your new report and automatically select 3 columns from that model.
The Report Builder page has 3 columns:
1. The left tabs toggle access to configuring different parts of the report.
2. The middle section shows what columns are selected.
3. The right section shows a preview. The preview updates every time an action is done (a column is added or removed, or a transformation is applied.
Click the dropdown above the selected columns to select additional columns or remove selected columns:
Here we searched for "name" to quickly find the first and last name of the client.
And then expanded the Authorizations model to find the columns related to utilization.
Then once the dropdown is closed, the columns will appear below the dropdown, and the preview will refresh with the new columns.
Rearranging columns
Click and drag on the 6 dots to the right of each column to rearrange columns.
And you are done! Now click Save, and then View Report to test out your first report!
Adjusting who has access to the report
Click the Report Permissions tab, and then check the roles you want to have access to the report.
Get AI Help on Your Report
For those who have purchased SETWorks AI Enhanced, the Report Builder includes the Report Builder Assistant, designed to simplify your reporting experience. This article will guide you on how to effectively use the Report Builder Assistant to quickly get answers, troubleshoot issues, and streamline your report-building process inside of the SETWorks Report Builder.
If you have SETWorks AI Enhanced - click "Get AI help on this report" at the bottom of your screen to access the Report Builder Assistant.
Type your question in the "Ask me a question" box, then select Ask.
On October 17 2025, the Report Builder Assistant graduated out of beta and joined the full package of SETWorks AI features! It is now available through the SETWorks Enhanced AI add-on. Click here to learn more about SETWorks Artificial Intelligence and our suite of HIPAA-compliant, cutting edge features.Related Articles
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