Customizing Reports

Summary: Instructions on how to customize reports in the CSI software.

Lesson Topics

Customizing Reports

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Customizing Reports

Reports are a great way to view and export a lot of information at one time.

Customizing options available in CSI reports narrow down and sort the report’s data
The bars on the left-hand column of a report allows adjusting the report’s settings
There are three ways to make changes to the report display
- Columns
- Sorts
- Filters
Click on the arrow icon left of the appropriate section to open list
- Click again to collapse that option list

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Columns

The Columns section allows you to choose which fields you wish to see on your report.

This lists all available fields within a report
Checking boxes displays associated fields in the report
Unchecking boxes will remove the fields from the report
- Rechecking boxes shows fields again

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Sorts

The Sorts section can be used to improve clustering information on a report

Sorts are only available for some fields within a report
Selecting the ‘Up’ arrow will sort that field in an ascending order
Selecting ‘Down’ arrow will sort that field in a descending order
More enhancements will be made to this feature in the future

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Filters

The Filters section can be used to make several adjustments to the report display

Adding Report Filters

Most fields on the report have a corresponding filter
There are different types on filters on different fields in a report
- Check box to select field result(s)
  - Multiple boxes can be checked manually
  - All boxes must be unchecked manually to remove
- Slider bar to select field results within a numeric range
  - Good examples are square footage or date fields
- List dropdowns may be used for fields with a limited list of data options
  - A good example of this are “Yes” or “No” fields

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Removing Report Filters

Deselecting any unique element will remove that single element
Refresh web browser will restore the report to the original display
The black X left of the Export bar and select desired option
- Clear All – clears all filters, sorts, and column selections
- Clear Styling Changes – Currently not used
- Clear Column Changes – Adds all columns back to report display

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The red X in the upper right corner of any field filter
- This will remove any filters applied in the field
- It will also remove the field from the filter list
- Click on the + icon right of the “Filters” block to add a removed field back to the available filters
  - Select the field to readd from any available options
  - The selected field will reappear at the bottom of the Filter field options

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Navigating Reports

Report results are presented on pages with a fixed number of results. Reports can have many results.

There are two simple ways to navigate in a report

By page
- Use the arrows in the upper right corner to move forward or backward
- Use the double arrows to move to the first or last page
- Type a page number into the text box
By Find box
- Type desired text in Find box
- Use arrows to move up or down the entire report

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Exporting Reports

Reports are a good choice to export large amounts of data to work off-line.

Click the dropdown next to the “Export” box in the upper left corner of a report and select the appropriate export.

There are four different Exporting options

Excel – Use the power of Excel to analyze the desired data
- Export retains web report formatting
PDF – Use a PDF report online that can be downloaded
RTF – Use an RTF file to create an interactive Word document
CSV – Use a CSV file to transfer data
- Converts to a data friendly Excel file without formatting
- Take care to retain leading zeros when converting to Excel

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Keywords:

Campus Space Information, CSI, Space Management, SMO, floor plans, room data, facility data, building number customizingreports

Doc ID:

149518

Owned by:

Mari Lynn H. in Facilities Planning & Management

Created:

2025-04-02

Updated:

2025-04-11

Sites:

Facilities Planning & Management

Clean URL:

https://kb.wisc.edu/fpm/customizing-reports

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