Generating Reports

Agency staff can now find reports and dashboards in the business intelligence catalog with the Reports and Analytics work area. Reports and Analytics includes all analyses, dashboards, and reports, such as permit activity, building permits, business license certificates, receipts, deposit slips, inspection summaries, code enforcement case history, and many more.

You can access the reports, analyses, and dashboards that are available to you based on the permissions setup for the reports in the BI catalog. System administrators can generate all reports and also edit them. For more information about setting up permissions, see Granting Catalog Permissions.

For a list of delivered reports, see Permitting and Licensing Analytics.

This example illustrates the generated report for a building permit.

The report generated with the selected parameters appears on the left and the view options are accessible through the View Report menu on the right.

Example of a report generated in OTBI

Here's how to generate a report from Reports and Analytics:

  1. Click Reports and Analytics.

  2. Expand the All Folders, Shared Folders, Public Sector links in the left panel of the Reports and Analytics page.

  3. Click the category that the report is filed under. For example, you'll find the Building Permit Report in the Permits category.

  4. Click the report name in the right panel. The report loads in a new browser tab.

  5. Select values for the available parameters and click Apply. For example, if you're logged in as a cashier, you can enter the session ID and reconciliation ID for the Cashier Session Reconciliation Report.

  6. Click the View Report icon in the upper right corner of the page to open the generated report in PDF in your browser. You can also open the generated report as a file by selecting RTF, Excel, PowerPoint or CSV. To open the report in XML without a stylesheet, select the Data option.

  7. If you're a system administrator, you can click the Actions icon to edit the report.

For more information about using the Reports and Analytics workarea, see Using Common Features, Transactional Business Intelligence (OTBI) Analyses, Dashboards, Reports, and Infolets.