How to Create and Generate Reports

Overview

This article explains how municipal users can create and generate reports using Cloudpermit's reporting functionality.

How to Create and Generate Reports

1. Log into Cloudpermit at ca.cloudpermit.com
2. Click your name at the top right
3. Click on Reporting from the drop-down menu
4. Select report and time range
   1. Begin by selecting between the following permit type
      1. Submitted applications
      2. Issued permits
      3. Open permits
   2. Select a time range
      1. To do so, click the drop-down menu below Time range
   3. Note - you can select how the data will be sorted by clicking the Sort by drop down menu under Sort by
      
5. Begin to check-off certain permit categories
   1. 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.
6. (Optional) Select form fields
   1. Click on Form fields
   2. Select a form you want to include data from
      1. To do so, click the form field drop-down menu
      2. Select the applicable form
      3. Select the field within the form you want to include. To do so, click the Select field drop down menu
      4. Finally, click ADD NEW FIELD +
   3. Include as many or as little of these fields as you'd like
7. (Optional) Include other optional fields
   1. To do so, click on Other optional fields
      1. Select as many or as little optional fields as needed. Remember, you can use the Select all and Deselect all buttons
8. Click GENERATE AND DOWNLOAD REPORT (CSV)
9. Success. You've now created and generated a report on Cloudpermit and it will be downloaded to your computed in a .csv file.