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Overview

Report Packs allow you to produce PDF and Excel documents containing multiple Joiin reports and charts.  Once created a Report Pack can be run any time it is required and the results printed out or saved as a PDF document.


Report Packs can contain any type of Joiin report with any filters you choose.  You can also add custom reports with charts providing an incredibly flexible way of tailoring packs to your needs.


Take a look at how Report Packs work and how they might improve your reporting process here.



Adding a Report to a Pack


The best way to get started with Report Packs is to simply add a report to a pack.  To do this simply run any report with the desired filters applied (e.g. Year to date, compare to Previous Period) then click on the Add to report pack button.




Now you can select an existing Report Pack or click on the Add new button to create a new Report Pack.




Enter the name of your new Report Pack and click on Next.  On the next screen you can change the name of the report that will be displayed in the Report Pack and, depending on the report filters you selected, choose to make the dates dynamic.




See the Dynamic Dates section for more information on the Dynamic toggle.


Click on Add and the new report pack will be created and the report added to it.



TIP: You can preview the report pack by clicking on the Preview link in the green message that is displayed in the bottom right.



Once you've created a Report Pack you can add more reports to it by simply running other reports, clicking on Add to report pack button and selecting the Report Pack you want to add it to.


Running or Downloading a Report Pack


When you run or download a Report Pack Joiin will run all the reports contained within using your latest refreshed data.


Once you've created a Report Pack you can run or download it through the Report Packs page on the left menu.  The Report Packs page shows a list of Report Packs you've created.  




Downloading PDF


To download a Report Pack PDF simply click on the download button next to desired report pack and select Pdf.  Your PDF will be downloaded to your computer.


Downloading Excel


To download a Report Pack as an Excel file simply click on the download button and select Excel.  Your Excel file will be downloaded - the Excel file contains a separate worksheet (tab) for each report within the Report Pack.


Note that any charts you have in your reports will not appear in the Excel version.



Running in Browser


To run a Report Pack directly in the browser simply click on the report pack name.  The Report Pack will open up a new browser tab with the results.


You can view the report by scrolling down to see each report - each report will be presented in a separate section of the report pack.


Editing the Report Pack



You can also edit each individual report by clicking on the edit icon next to each report, which appears towards the top-right when you hover over it - see below for more information.

You can also delete a report from the report pack by clicking on the delete icon.


You can change the appearance of the report pack cover or the report colour scheme by selecting Edit cover from the three-dot menu.



You can make changes to the report pack, including changing the colour and themes or changing what each report shows, by clicking on the 3-dot menu at the top right and selecting Edit cover. This will open the Report Pack Toolbar where you can change colours and themes - see below for more information.




Downloading a PDF of the Report Pack

You can download a PDF via the Report Pack Toolbar. Just click on the Download button.


Printing a Report Pack

To print a report pack you first download the PDF as above and then print that.



Changing the Report Pack Logo


You can change the logo that appears on your report pack through the Account screen.  See this article for more information.


Changing Report Pack Colours and Theme


By default, Report Packs will use the Brand Colours that you set on the Account screen. You can override this and choose specific colours for each individual report pack.


  • Select Report Packs from the left menu
  • Click on the Report Pack you wish to change (alternatively you can click on the Run button when you are editing a report pack). This will run the report pack and open a new browser tab.
  • Click on the three-dot menu at the top-right and select Edit Cover to open the Report Pack Toolbar.
  • You can change the theme, cover image and colours and as you do, the report changes to reflect your selections.




  • Click on the Light and Dark mode icons to switch between light and dark modes. The different modes, as well as being light and dark, also use the selected colours differently, giving you more options to get the right look you need.
  • Click on the Primary and Secondary colour boxes to choose the colours you wish to use. For more information on how the colour picker works see this article.
  • Click on the Change cover image button to select the cover image for your report pack. There are a number of images you can select from. Click on the image to change the cover page.
  • Once you're happy with your selection click on the Save changes button and the theme will be saved permanently against the report pack - whenever it is run it will use this theme.
  • If you wish to revert the colour scheme back to the brand colours simply click on the Reset to brand colours and click Save changes.
  • Once finished you can close the Report Pack toolbar.


Adding Custom Reports and Charts


You can add any type of report to a Report Pack and that includes Custom Reports.   Custom Reports give you great flexibility to format reports the way you want.  They also now allow you to create Charts and give you control over Page Breaks.


For more information on how to build Custom Reports including charts and page breaks see this article.



Editing Report Packs


You can change the name of the report, re-order the reports, change the report filters and remove reports through the report pack edit page.  To edit a report pack:


  • Select Report Packs from the left menu
  • Click on the Edit button next to the report pack you wish to edit



The Report Pack will be displayed showing all the reports that make it up.  Each report will show the report name and filters (companies, dates etc.) that have been applied.



Alternatively, you can run a report pack first, then click the Edit button at the top right to enter Edit mode. From there you can edit individual reports by clicking on the edit icon next to the report.



Editing Filters and Report Name and adding Commentary

To change the Start and End Dates of a report just select different dates in the dropdown and click on the Save button at the top.


To change filters and add commentary for each report click on the three-dot menu at the right and select Edit or click on Edit dates.  A pop-up box will appear with all the filters and toggle settings that were selected when the report was added to the report pack. You may need to scroll down to see all settings.  You can change the filters and the report name as desired and then click on Accept. 



Once you've accepted the changes you can repeat for other reports but don't forget to click on the Save button at the top to save all changes.


Dynamic Dates


Choosing Dynamic Dates means that the dates used when the report pack is generated will depend on the current date. When you switch the Dynamic toggle on the report Dates will be set to a "dynamic" setting such as "This month" or "This calendar quarter to date". Then, when the report pack is generated the report will be produced using the current dates - so, for example, if you have set it to "This month" and the current month is August 2023, the report will be run for August 2023.


When you switch the toggle on Joiin will choose the dynamic setting based on the start and end dates that were set before the toggle was switched on. If no dynamic setting matches the start and end dates then the default, 



Re-ordering Reports


You can change the order of reports in a Report Pack by clicking on the three-dot menu to the right of a report and selecting Move - this will then allow you to select where you want to move the report to - above or below any other report.  Click Save to save your changes. 


Deleting Reports


You can delete a report from a Report Pack by clicking on the three-dot menu to the right of the report and selecting Delete.  Click Save to save your changes.


Or, after running the report pack, you can delete a  report pack by entering Edit mode, then clicking on the Delete icon next to the report, then click on Save Changes.



Renaming Report Pack


You can rename the report pack by changing the name at the top and clicking Save.


Fixing Report Pack Issues


Sometimes, if you remove Companies or Groups from your account or change the Company import dates, previously created Report Packs can be come invalid.  If this happens a message will be displayed on the Report Packs page as below.



Issues can be easily fixed by clicking on the Edit button - this will open the report list page and show you which reports have issues.  You can then click the Fix button on each one to fix the issues.




The filters that have changed and/or need to be addressed will be highlighted with their previous values noted if appropriate.  Fix any issues and click on the Accept when done.  Don't forget to click the Save button on the report list page to save your changes. 






Creating a blank Report Pack


An alternative way to create a report pack is by creating a blank report pack which can then have reports added to it.  To do this:


  • Select Report Packs from the left menu
  • Click on the  Add pack button
  • Enter a name for your report pack
  • Click the Add button




Emailing Report Packs


You can automate the sending of Report Pack emails. Emails will be sent to the selected user with a PDF and/or Excel version of the Report Pack attached.


Scheduling Emails


  • Select Report Packs from the left menu.
  • Click on the Share button next to the Report Pack you wish to schedule.


  • You have the option to Schedule email or Send email now - select the Schedule email option.




  • Select the schedule, Weekly or Monthly
  • If Weekly selected, select the days of the week you wish the report pack to be emailed
  • If Monthly selected, select the day of the month you wish the report pack to be emailed
  • In the Upcoming section you will see the next three dates the emails will be sent
  • Select the Format - PDF and/or Excel
  • Select the users you wish the email to be sent to - the list will contain all the users that are already part of your Joiin team. Check the ones you wish to receive the email.
  • You can add additional emails, for people who are not part of the team by clicking on the Add external user link.
  • You can invite new users to Joiin by clicking on the Invite New user to join link - this will take you to the User Management page



  • Enter the email address and name of the recipient to add them to the list.
  • Click on Update Schedule button to schedule the emails.
  • The Schedule icon will turn blue to indicate the report pack has been scheduled.


Unsubscribing

Any user who receives a report pack email can unsubscribe at any time by clicking on the unsubscribe link in the email. If they do this they will be removed from the list of users in the report pack schedule.



Delete a Schedule


You can cancel a schedule so that no more emails are sent for a Report Pack by clicking on the Delete Schedule button.


Sending an Email Now


You can email a Report Pack to users at any time, by selecting  the Send email now  option.


  • Select Report Packs from the left menu.
  • Click on the Share buttonto the right of the Report Pack to be emailed and select Send email now .
  • This opens a popup




  • Select the format: PDF and/or Excel.
  • Select the users you wish the email to be sent to - this will display all the users that have been invited. You can invite any additional users via the User Management page should you wish.
  • You can add additional emails, for people who are not part of the team by clicking on the Add external user link.
  • You can invite new users to Joiin by clicking on the Invite New user to join link - this will take you to the User Management page
  • Click the Send Now button.
  • Emails will be sent to the selected recipients, with the Report Pack attached.