Documentation

Running a Report

Requires. Reports with View on at least one location. Password-protected reports require re-entering the password on first view.

The Report Detail page is where you actually run a report. You pick filter values, click Display Report, and see the results. From here you can sort columns, make inline edits to editable cells, save the current filter combination as a favorite, export the results to CSV, or run the report in the background when it's too large to wait on.

Getting here

  • Click any report name on the Reports Index.
  • Click a favorite on the index to run with saved filters pre-applied.
  • Or navigate directly to https://portal.securitytrax.com/{your-company}/reports/{reportId}.

The page layout

At the top of the page: the report's name and ID badge, with icon indicators:

  • Pencil (Edit) — opens the Report Builder. Only visible if you have Reports with Modify.
  • Lock — shown if the report is password-protected.
  • Lock-open (De-authenticate) — shown only on password-protected reports you've already authenticated to. Click to clear the authentication on this browser.

Below the header are two main sections: Filters and Results.

Filters section

Every report has filters — SecurityTrax requires at least one filter to be set before running. If you click Display Report with no filters, you get the error:

"Please select at least one filter before running the report."

This is deliberate — most reports hit large tables, and running unfiltered would return everything.

Filter layout

Filters come in several shapes. Simple ones (single dropdowns, checkboxes, multi-selects) are packed three across in rows to save space. More complex ones (date ranges, tag filters, advanced query builders) get their own full-width row.

Filter type Looks like What it does
Multi-select (pillbox) A tag-style input Pick multiple options (users, locations, statuses, etc.).
Dropdown A simple select Pick one option.
Checkbox A labeled checkbox On/off boolean filter.
Date range Two date pickers labeled From and To Narrow results to a date window.
Tags Multi-select with operator Pick tags and the operator: Has Any, Has All, Does Not Have Any, Does Not Have All.
Advanced (column + operator + value) Three controls — pick a column, pick an operator (Equals, Contains, Begins With, Greater Than, In List, etc.), and enter a value A mini query-builder row. Use for ad-hoc lookups like "Account number contains 2024".

Action buttons

Below the filters:

  • Display Report (primary, zinc) — runs the report with the current filter values.
  • Clear Filters — resets every filter to blank.
  • Background (clock icon) — runs the report on the server instead of making you wait, then notifies you with a download link when it's done. Use it for large reports. See Background a large report.
  • Copy Link (link icon) — copies a shareable URL that re-opens this report with the current filters pre-applied.
  • Save to Favorites (star icon) — captures the current filter values and lets you name the combination. See Favorites.

Results section

After clicking Display Report, the results render below the filters.

Header

  • Row count — e.g. "42 results".
  • Export CSV button (down-arrow icon) — downloads the displayed results as a CSV file.

Tip. CSV files open directly in Excel, Numbers, and Google Sheets, so you can still work with the data in a spreadsheet.

The table

  • Column headers are clickable for sorting. First click = ascending, second click = descending, third click = clears that sort. An up/down arrow on the header shows the active sort direction.
  • First column — a checkbox if the report has any editable columns. Use it with the Save Checked Rows button (see below).
  • Data cells — most are read-only. Editable cells (marked during report building) show inline inputs (dropdown, text, date, or checkbox depending on the field type).
  • Total row at the bottom — only shown if at least one column was marked "Summable" in the builder. Each summable column gets a sum; non-summable columns are blank. Non-numeric columns never get a total.

Note. SecurityTrax reports support SUM aggregation only. There's no GROUP BY, COUNT, AVG, MIN, or MAX in the standard builder today. If you need those, either build the math into a summable column (e.g. a pre-computed count field defined on the underlying report object) or work with your admin to add a custom report object.

Inline editing (editable columns)

If a column was flagged Editable in the builder:

  1. The cell renders as an input (dropdown / text / date / checkbox), not as static text.
  2. Change the value.
  3. Check the row's checkbox on the left.
  4. Click Save Checked Rows at the bottom of the results.
  5. SecurityTrax saves every edited checked row in one batch and reloads the report.

Editable columns are a fast way to do bulk updates without clicking into each record. Commonly used for payroll status, ticket due dates, and sales-rep reassignment.

Sorting

Click any column header to sort:

  • 1st click — ascending (arrow up).
  • 2nd click — descending (arrow down).
  • 3rd click — clear sort.

The sort column is a session state — it resets when you navigate away.

Background a large report

Some reports cover so much data that running them in your browser would be slow or time out. Instead of waiting, click Background and SecurityTrax runs the report for you on the server.

  1. Set your filters — at least one is still required, the same as a normal run.
  2. Click Background.
  3. You'll see the message: "Report is running in the background. You will be notified when it is ready."
  4. SecurityTrax runs the report and sends you a notification when it finishes. The notification contains a download link.
  5. Click the link to download the results as a CSV. You must be logged in to SecurityTrax.

Heads up. The download link is for you only and works once — it's tied to your account and is consumed when you download. If the link says it has already been used or expired, just run the report and background it again.

Password-protected reports

Some reports are password-protected by an admin (the report's password_required flag). When you click a protected report for the first time on a given browser:

  1. SecurityTrax asks for the report password.
  2. Enter it; if correct, the report runs normally and you don't get asked again on subsequent runs (per browser session).
  3. Click the lock-open icon in the header to de-authenticate — forces the password to be re-entered next time.

Password protection is the last line of defense on particularly sensitive reports (compensation reports, customer lists being exported, etc.). Your admin sets and manages the password.

Step-by-step: running a filtered customer report

  1. On the Reports Index, find and click Customer List (or similar report under Customer Reports).
  2. The report's filter row opens with no results yet.
  3. In the Locations multi-select, pick Dallas.
  4. In the Customer status multi-select, pick Active.
  5. In the Created date range, pick From = Jan 1 this year, leave To blank.
  6. Click Display Report.
  7. The table appears below. The row-count shows how many matched.
  8. Click the Sale Date column header to sort oldest-first.
  9. To grab a CSV for your spreadsheet, click Export CSV. Your browser downloads the file.
  10. If this is a filter set you'll run again, click Save to Favorites, give it a name like "Dallas Actives — 2026", and save.

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