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  • Most Report Builder reports can be saved and emailed like regular reports

    • Chart type reports will not send the pie chart or bar chart in the email

  • It is not currently possible to directly export reports; however if you save and set them to be emailed reports then you can include a Excel version in the emailed reports

  • Multiple languages are not currently supported in report builder reports

  • Multiple choice lookup table question types are not supported in report builder reports

  • Organizations/Location Hierarchy based search is not supported. 

  • Location restricted web users cannot access report builder reports.

  • When saving reports, the URL (which includes filters) must be less than 8000 characters. If not, a request to view the report will result in a 414 error "URI too large" response.

  • Report builder maximum column limit is 40.

The property of type Case Owner(Location) in the report builder dropdown allows us to mark data as owned by a location which we can then use to filter by location.

Report builder reports that are location safe

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To create a report that is location safe, you must add this column as a filter to the report.

Known limitations

  1. Cases will need to be owned by locations for this to work (e.g. if it they owned by users or groups functionality will not apply)

  2. Form-based reports are not supported.