Advanced Report Builder
Advanced Report Builder - Header Row
How do I add a Header Row to a report I created using the Advanced Report Builder? With the new advanced report builder, you are able to display the parameters used when running the report. This is useful when exporting, so that you can see the date ...
Advanced Report Builder Workshop Series
Advanced Report Builder Workshop Series Take your reporting capabilities to the next level with our interactive workshop series focused on mastering the Advanced Report Builder. Whether you're looking to generate insightful reports on Activity ...
SETWorks Webinar - Advanced Report Builder
Recording On June 18th, 2025, SETWorks hosted the first part of a three part series of live webinar about the Advanced Report Builder in SETWorks. You can view the recording from the link below: https://youtu.be/WButDsvCMHI On July 16th, 2025, ...
Report Builder Assistant - SETWorks AI
Report Builder Assistant for the SETWorks Report Builder Overview: 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 ...
Reports - Number Stored as Text
Number Stored as Text Occasionally when working with Reports, a report exported to Excel will display a warning saying "Number Stored as Text". This article demonstrates a few easy ways to convert the field from Text into a Number. Recognizing Number ...
Creating a Report in the Report Builder
How to Create a Report in the Report Builder Watch the video: Creating your first report - 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. ...