Cayuse Outside Interests lets you create, save, and export reports in a variety of formats. format directly from the Reporting tab on your Outside Interests homepage.
The following reports are available for generating:
- Campaign Disclosures – Not Started: Select a campaign period to view all individuals who have not yet started their annual disclosure.
- Campaign Disclosures – Started: Select a campaign period to view individuals who have begun their annual disclosure, along with the status of each disclosure.
- Disclosee External Relationships: Displays details on external relationships reported by the selected disclosers.
- Disclosures Status: Summarizes the current status (Not Started, Started, Submitted, etc.) of all Annual and Research Based disclosures in the system.
- Outside Interests Summary Report: Provides a high-level overview of Outside Interests activity, including disclosure counts and status summaries.
- Time In Status: Displays the length of time each disclosure has remained in its current status.
Live Data Reporting: All of our reports provide near real-time, up-to-date information, providing current insights into campaigns and disclosure status to make informed decisions.
Please Note: You will only be able to access data that you've been given permission to access. For questions about your account permissions, please contact your Administrator.
Accessing and Generating a Report
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From the Outside Interests home page, click on the Reporting tab.
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Select and click on a report from the list.
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The data will populate in the report fields. Note: Campaign Disclosure reports require Start and End dates before data can be generated.
Report Dashboard
When the report is generated, default fields automatically populate based on the report type, the fields available in your disclosure form, and your organization’s Outside Interests configuration. In addition to the default fields, you can add available fields using the Fields option.
- First Name
- Middle Name
- Last Name
- Employee ID
- Username
- Unit
- Submission Date
- Disclosure Name
- Status
The default report view can be modified by accessing the following tools, located on the report dashboard:
- Sort
- Filter
- Export
- Grid
- Charts
- Format
- Options
- Fields
- Save
See below for an overview of each tool.
Sort
Columns can be sorted in ascending or descending order.
- Hover your mouse over the column name (ex: Email). An arrow will appear on the right-hand side of the column.
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Click on the arrow up or down arrow to sort in ascending or descending order.
Your sorted data will appear in the order selected.
Filter
Select specific data to view within columns.
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Click the small settings wheel located to the left of the column name.
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Check one or more boxes for the desired filters, then click Apply.
Your report will now display only results matching your filter.
Export
Export your report data to various formats (print, HTML, CSV, Excel, Image, PDF) for saving or sharing.
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Hover your mouse over the Export button. Select the desired export format. The file will download to your device.
Grid
Click Grid to return to the default column view after using another report view, such as Charts.
Chart
Click Charts to view the current report data as a chart. The chart uses the report’s current fields, filters, and layout.
To return to the standard table view, click Grid.
Format
Format cells or apply conditional formatting in specific columns.
Formatting Cells
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Hover your mouse over the Format button. Select Format Cells.
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Select the name of the column you want to format.
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Update the formatting. Click Apply.
The column will be displayed using the updated format settings.
Conditional Formatting
Conditional formatting allows you to change the appearance of cells on the basis of conditions that you specify.
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Hover your mouse over the Format button. Select Conditional Formatting.
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Click Add Condition.
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Specify the conditions you want to apply. Click on Apply. To add more conditions, click on the plus sign.
The columns specified will update to display the selected conditional formatting.
Options
Click Options to adjust display settings for the current report view. Options affect how the report is displayed; they do not change the underlying disclosure data.
If you want to keep the updated report layout for future use, click Save after making your changes.
Fields
Choose from all form objects that exist to select and arrange columns within your report.
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Click on the Fields button.
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You will see a list of all available fields for the selected report. Check any boxes that you want displayed in your report. Uncheck any boxes you wish to remove from your report. Click Apply.
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Drag the button to the right of the column name (the three lines) to the preferred location within the report. Click Apply.
Your rearranged and updated columns will now be displayed.
Save
Click Save to update the saved view.
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Click on the Save button.
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Enter a name for the report and click Save.
Here's a cleaner Zendesk-ready version:
Troubleshooting
I do not see the Reporting tab
You may not have permission to access Outside Interests reports. Contact your administrator to verify that your account has the appropriate Outside Interests reporting permissions.
A report is blank or missing expected data
Check the following:
- Confirm that you selected the correct report.
- For Campaign Disclosures reports, verify that the required Start Date and End Date are entered.
- Review any applied filters that may be limiting the results.
- Use Fields to confirm that the expected fields are included in the report view.
- Verify that you have permission to access the disclosure data you expect to see. You can only view data that your account is authorized to access.
I cannot find a specific field
Available fields may vary depending on the report type, your disclosure form, and your organization's Outside Interests configuration.
Use Fields to review the available fields for the selected report. If the field is not available, contact your administrator to confirm whether that data is collected in your organization's disclosure form.
My exported report does not include the data I expected
Before exporting, verify that the report view displays the data you want to export. Review your selected fields, filters, and report settings before using Export.
My saved report view does not look correct
Update the report view using the available report tools, such as Sort, Filter, Fields, Format, Options, Grid, or Charts. Once the report appears as expected, click Save to update the saved view.