--- title: Using Report Builder description: Report Builder allows users to create custom reports by combining cases from different branches and locations into a single report. --- [Skip to content](https://help.panoptyc.com/using-report-builder#main-content) English Show submenu for translations [![Panoptyc Logo](https://help.panoptyc.com/hs-fs/hubfs/panolog1.png?width=365&height=86&name=panolog1.png)](https://help.panoptyc.com/?hsLang=en) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - Submit A Request Submit A Request Search the Knowledge Base - There are no suggestions because the search field is empty. 1. [Panoptyc Support](https://help.panoptyc.com/?hsLang=en) 2. [Panoptyc Portal](https://help.panoptyc.com/panoptyc-portal?hsLang=en) 3. [Case Tracking](https://help.panoptyc.com/panoptyc-portal?hsLang=en#case-tracking) # Using Report Builder ## Report Builder allows users to create custom reports by combining cases from different branches and locations into a single report. Once a report has been created, it can be accessed from the Report Dashboard and shared with other users as needed. **Why Use Report Builder?** Report Builder helps simplify reporting by allowing you to: - Combine cases from different branches and locations into a single report - Organize related cases together - Reduce the need to share multiple individual cases - Provide users with a consolidated view of activity across multiple locations **Creating a Report** ### **Step 1: Filter Cases** Within the **Case Tracking Portal (CTP)**, use the available filters to select the branches, locations, location groups, date range, or other criteria you would like to include in your report. ![](https://help.panoptyc.com/hs-fs/hubfs/undefined-Jun-24-2026-08-47-13-6995-PM.png?width=2048&height=1073&name=undefined-Jun-24-2026-08-47-13-6995-PM.png) ### **Step 2: Select Cases** Review the filtered results and select the cases you would like to include. You can select cases from different branches and locations. ![](https://help.panoptyc.com/hs-fs/hubfs/undefined-Jun-24-2026-08-47-13-1450-PM.png?width=2048&height=1076&name=undefined-Jun-24-2026-08-47-13-1450-PM.png) ### **Step 3: Create the Report** Once you have selected all desired cases, click **Create Report**. ![](https://help.panoptyc.com/hs-fs/hubfs/undefined-Jun-24-2026-08-47-12-0645-PM.png?width=2048&height=1075&name=undefined-Jun-24-2026-08-47-12-0645-PM.png) ### **Step 4: Name the Report** Enter a name for your report and click **Create Report** to save it. The report will be added to your **Report Dashboard**. ![](https://help.panoptyc.com/hs-fs/hubfs/undefined-Jun-24-2026-08-47-14-4383-PM.png?width=2048&height=1065&name=undefined-Jun-24-2026-08-47-14-4383-PM.png) **Viewing Reports** ### **Step 1: Open Report Dashboard** The Report Dashboard contains two tabs: **Mine** - Reports that you have created. **Shared With Me** - Reports that have been shared with you by other users. ![](https://help.panoptyc.com/hs-fs/hubfs/undefined-Jun-24-2026-08-47-09-4909-PM.png?width=2048&height=1063&name=undefined-Jun-24-2026-08-47-09-4909-PM.png) ### **Step 2: Open a Report** Locate the report you would like to review and click the **Open Report** button. ![](https://help.panoptyc.com/hs-fs/hubfs/undefined-Jun-24-2026-08-47-10-7861-PM.png?width=2048&height=1062&name=undefined-Jun-24-2026-08-47-10-7861-PM.png) **Sharing a Report** ### **Step 1: Open the Report** From the Report Dashboard, open the report you would like to share. ![](https://help.panoptyc.com/hs-fs/hubfs/undefined-Jun-24-2026-08-47-11-5047-PM.png?width=2048&height=1063&name=undefined-Jun-24-2026-08-47-11-5047-PM.png) ### **Step 2: Click Share** Click the **Share** button located in the upper-right corner of the report. ![](https://help.panoptyc.com/hs-fs/hubfs/undefined-Jun-24-2026-08-47-12-5695-PM.png?width=2048&height=1063&name=undefined-Jun-24-2026-08-47-12-5695-PM.png) ### **Step 3: Select a Sharing Option** Choose one of the following options: **Share to Specific Users** - Share the report with selected users. **Share to All Guest Users** - Share the report with all guest users associated with your account. Recipients will be able to access the report from their Report Dashboard. ![](https://help.panoptyc.com/hs-fs/hubfs/undefined-Jun-24-2026-08-47-10-0357-PM.png?width=2048&height=1065&name=undefined-Jun-24-2026-08-47-10-0357-PM.png) **Additional Information** Reports remain available in the Report Dashboard after they are created, allowing users to review, manage, and share them whenever needed. - [Account & Setup](https://help.panoptyc.com/account-setup?hsLang=en#main-content) - [FAQ](https://help.panoptyc.com/account-setup?hsLang=en#faq) - [Giving Panoptyc access to your market reports](https://help.panoptyc.com/account-setup?hsLang=en#giving-panoptyc-access-to-your-market-reports) - [Grocery](https://help.panoptyc.com/account-setup?hsLang=en#grocery) - [Panoptyc Portal](https://help.panoptyc.com/panoptyc-portal?hsLang=en#main-content) - [Commonly Asked Questions](https://help.panoptyc.com/panoptyc-portal?hsLang=en#commonly-asked-questions) - [Welcome to Panoptyc!](https://help.panoptyc.com/panoptyc-portal?hsLang=en#welcome-to-panoptyc) - [Report Portal](https://help.panoptyc.com/panoptyc-portal?hsLang=en#report-portal) - [Access Management](https://help.panoptyc.com/panoptyc-portal?hsLang=en#access-management) - [Case Tracking](https://help.panoptyc.com/panoptyc-portal?hsLang=en#case-tracking) - [Troubleshooting](https://help.panoptyc.com/troubleshooting?hsLang=en) - [Self-Service Help](https://help.panoptyc.com/self-service-help?hsLang=en) - [General](https://help.panoptyc.com/general?hsLang=en#main-content) - [FAQs](https://help.panoptyc.com/general?hsLang=en#faqs) - [Troubleshooting](https://help.panoptyc.com/general?hsLang=en#troubleshooting) - [Suspicious Incident Reports](https://help.panoptyc.com/general?hsLang=en#suspicious-incident-reports) - [Announcements](https://help.panoptyc.com/general?hsLang=en#announcements) - [FAQs](https://help.panoptyc.com/faqs?hsLang=en) - Home - Products - Pricing - Blog - Company # Panoptyc panoptyc.com Help Center Copyright © 2026, Panoptyc