Modifying reports

Modified on Tue, 05 Jul 2022 at 10:46 PM

There are a variety of ways that every report within Appature can be modified to suit your needs. This article will outline the methods available


Report header

At the top of the report, at the top of the Main Section of the report module, is the report header. this is where you can find:

  • Report name
  • Report description
  • FIlter options
  • Action menu

Report name

This is the name of the report. It  appears in the large, bold letters on the report selection screen, at the top of the screen when viewing the report, and will appear at the top of the card when the report is added to a board

Report description

This is a longer, detailed description of the report including its purpose and other important information. This appears under the report name at the top of the screen when viewing a report, and on the report cards when selecting reports

Filter options

This is where all filter options for the report can be found, which modify the underlying data of the report.

Action menu

The action menu is where you will find:

  • Favorite button
  • PDF button
  • CSV button
  • Share button
  • Action sub-menu button

For more information about the action menu, see the following help article:

Report menu action 

Date picker

The first set of filters that will appear is the date filter. If the data set has a date component to it (ex: total orders) then selecting a date range will filter the set of data to only include data points that include data within the dates selected. 

There are several pre-set date filters. Simply click the button with the date filter you wish to use to apply the filter:

  • Custom: Allows the user to select a date range
  • Default: The date filter that comes pre-defined for the report. Each report will have their own "default" date, but typically its the last 12 months. You cannot change the default date range on a filter
  • Today: only shows data that has today's date, based on the logged in user's computer date
  • Yesterday: only shows data that has yesterday's date, based on the logged in user's computer date
  • 7D: the last 7 days of data, including the current day
  • 30D: the last 30 days of data, including the current day
  • 3M: the last 3 months of data, including the current month
  • 6M: the last 6 months of data, including the current month
  • 12M: the last 12 months of data, including the current month

Custom filters: when you click the custom filter button, a date picker will appear. Clicking once will set the starting date, clicking a second time will set the end date. The selected date range will appear in the custom filter button

Quick filters

Quick filters are filter options that appear in the filter menu. Different reports will have different quick filters, but they will always appear to the right of the date filters:

 On any quick filter, simply click the down arrow to select a single or multiple values to filter the data:

Additional filters

Additional filters are extra options for filtering data that didn't fit next to the quick filters. To access them, simply click the filter icon: 

This will open the menu with additional filter options:

The options in the additional filters menu work the same way as the quick filter options 

Drill downs

Some reports will give you the ability to "drill down", which. means you will be able to click on segments of the graph, to see the underlying data that represents the graph. 

Clicking on a drill down will fundamentally alter the view of the graph. For example, let's look at a report of "Current plants by room"

When viewing this report, hovering over any of the report segments will cause it to "pop out", as we can see in the pink "flowering" segment in the example above. This means the report can be drilled into. Clicking on the red segment will allow us to see details of the plants in the flowering phase:

Now the report only shows the plants under that specific phase, broken out by their current room. Again notice that hovering over a segment causes it to "pop out", indicating we can further dive into this data. Also notice the upper right corner - the corner of the report went from:

  • Growth phase


  • Growth phase > flowering

We can continue to drill down into this data until the segments no longer "pop out". 

Note: not all reports have drill-downs, and those that do, don't always have the same number of drill downs. 

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