Here are some common issues and answers to questions regarding CLASS DIY Reports found under Reports & Accountability >> Reports >> On the second page at the bottom (or type “DIY” in the Display name column) for these types of reports to show up.
Tick Include Custom Fields located near the bottom of the left-hand side filter panel
Check the Additional Field(s) drop down located on the left-hand side of the DIY Report on the filter panel. The field you are after may be present there and need to be ticked to display. Common examples are:
Note there are different types of DIY Reports available with different data. The one you will use 90% of the time will be DIY Service Client report but there are also others:
|DIY Service Actions||Gets your service data along with the actions underneath them|
|DIY Service Additional Parties||Gets your service data but you can also access additional or other party data|
|DIY Client Additional Detail||Gets client data only but includes their other addresses, phone numbers or contact details|
|DIY Client Documents||Gets client data and information on the documents attached to their records|
|DIY Project Documents||Is the only report that lets you report on just projects specifically|
|DIY Project Project Service||Gets you details about project services and their parent projects|
|DIY Project Service Action||Includes project service action data along with the project services|
|DIY Project Service Documents||Includes documents attached to project services|
See this page on how to filter a DIY report to reflect Standard Report numbers.
This page shows you how to go about that.
Please be careful with the order you place fields on a DIY report as it behaves much like a pivot table/grid meaning your data will be grouped by the left most field if such a grouping is available. This grouping/aggregation can compound, meaning you can have several fields behaving in this way. This can lead to data being grouped in such a way as to exclude certain records. It’s worth keeping this in mind if:
On a saved / named DIY report you can then share it with either CLASS roles or specific people see this page
You will have to go to System Users > Look for the terminated user or the account of the person that has left account.
Coordinate with your IT provider or person that manages your Microsoft accounts and setup a temporary account to use to log into CLASS with this former colleagues account.
Make sure you have appropriate roles/permissions on your account. You need to be or have any of the following roles:
These can be found at System Settings >> User Accounts >> look for your account and what is ticked under roles via the bottom left of your account when it is opened. If you don’t have the roles or can’t see them, get your CLASS Centre Admin to give you said roles if appropriate.
Are you getting any strange errors preventing you from running your report? Try clearing your cache
If that does not work try reducing how much data or fields are on the report eg. pick a smaller date range (if it’s a timeout error) or the window remains unresponsive with a loading wheel/image.
check the settings found on the bottom of this page
Check that you are not filtering the field data incorrectly. Next to the title/field name look at the filter/funnel icon if it appears coloured or darker than the usual light gray. This indicates the field is being filtered. Left Click on a filtered field to exclude/include data by ticking/un-ticking the boxes.
If you want to make sure the DIY Report opens just as is (this is the default setting) without remembering the filtering you used last time you had it open ensure this box after pressing “Edit” is Un-ticked called “changes in filtering are saved persistently“.
See this page for getting started with DIY reports. There are 4 places you can put DIY fields.