Battleground Live Reporting - Datasets, Pivots and Word Reports

 Overview of New and Enhanced Reporting in Battleground Live

 

1. Open the new Reports screen 0:00

• Go to Reports in Battleground Live.
• You’ll see a new screen that gives a clearer view of available report types.
• The new layout separates and highlights:
  • Pivots
  • CSVs
  • Word reports

 

2. Use the legacy menu if you want the old pivots and CSVs 0:23

• Existing users can still access the legacy menu for older pivots and CSVs.
• Nothing has changed for those legacy reports.
• The new pivots and CSVs use a new field-gathering method that provides:
  • More complete data
  • More fields to choose from
  • More flexible report views

 

3. Open and customize a pivot report 0:49

• Click any pivot to open it.
• As before, it may take a few seconds to load.
• The new pivots include many more fields, so you can slice and dice the data more deeply.
• If you need a specific field, use the search bar at the top.
• Then drag and drop the fields you want into the pivot.

 

4. Run Word reports from the Reports menu 1:32

• Word reports are no longer limited to BIAs or Critical Operations.
• You can now run them from the Reports menu as well.
• From there, you can:
  • Choose the BAAs you want
  • Give the report a name
  • Run the report

 

5. Continue using Word reports inside BAAs 1:50

• You can still generate Word reports the traditional way inside a BIA.
• Use the down arrows or ticks to complete the report.
• This keeps the in-BAA workflow available for users who prefer it.

 

6. Find Word report templates in the new configuration location 2:10

• Word template management has moved in Configuration.
• Instead of being under BIAs, templates are now under:
  • Company → Word Report Templates
• This change supports Word reports across more parts of the system, not just BAAs.

 

7. Add datasets to build out Word reports 2:39

• Word reports are being expanded across modules over time.
• A module is considered built out when you can add datasets.
• Datasets are the tables or chunks of information that can be inserted into a Word report.
• You can add multiple datasets to a single report.
• If a module does not yet have datasets, it is not fully built out yet.
• In that case, you can contact the team to have them added.

 

8. Use the template instructions if you need help 3:18

• If you are unsure how a template works, click to view or print the template instructions.
• This opens guidance that explains:
  • How the coding works
  • What each code means
  • How to use the template correctly

 

9. Expect more reporting enhancements over time 3:36

• More reports will continue to be added.
• Future updates will include:
  • More enhanced Word reports
  • More pivots for different modules
• The overall goal is to expand reporting flexibility across the system.

Video Explanation