How to create and generate reports

This tutorial outlines how a local government user can create and generate reports by using Cloudpermit reporting.

Go to the User Menu and open it.
Select Reporting from the list.

Go to the Report and Time Range. Begin by selecting between the following permit types:

  • Submitted applications
  • Issued permits
  • Open permits

Next, select a time range by clicking the drop-down menu under Time Range:
  • Current month
  • Previous week
  • Year to date
  • Last year
  • Custom

Begin to check off specific permit categories in Permit Categories selection.

To do so, select any applicable Supplemental building permit and other Building permit categories. You can use the Select All and Deselect All buttons to help you.

Select form fields (optional).

Click on the Form fields bar.

Select a form from which you want to include data. 

To do so, click the Form Fields drop-down menu.

Select the appropriate form.

Select the field within the form you want to include. To do so, click the Select field drop-down menu.

Finally, click on Add New Field+.

Include as many or as few of the form fields as you like.

Include other optional fields (optional).

To do so, click on Other Optional Fields.

Select as many or as few optional fields as needed.

You can use the Select all and Deselect all buttons.

Click on Generate and Download Report (CSV).

Success - You have now created and generated a report on Cloudpermit. It will be downloaded to your computer in a CSV file.

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