Using Gold-Vision

Dashboards & Reports

User Defined Reporting

Whilst there are a number of pre-defined reports available from the Reports section within the View Bar, Gold-Vision’s reporting also allows you to build, generate and manage custom reports from any List.

Create & Run a Defined Report

When in a List View, you have the option to use search and filtering functionality to drill down to the data required.

Once defined, users can generate a report by selecting Report from within the Actions Icon.

Using the Report Overview Screen you can select the applicable Details, Fields, Filters & Sort options. 

When you Save your report, you will be given the option to Run, Export Data, Copy or Delete.


Choosing Run will create a formated report that provides options for saving to Word, Excel or PDF.

Choosing Export Data will provide an unformatted CSV download of the raw data.


Tip: Users can change the visibility of a Report via the Security drop down in the Report Overview Screen.

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