Before You Begin
Cross-module reports naturally load slower because the system must scan, filter, and link data from multiple distinct databases before displaying results. Even when filtering to just a week's worth of data, the system still needs to scan relationships across all connected modules.
Optimization Steps
1. Apply Stricter Date Filters
Reduce the volume of data the system needs to scan by using more restrictive date ranges:
Use "Last 30 Days" instead of "All Time"
Set specific date ranges rather than broad filters
Consider shorter time periods if your workflow allows
2. Use Module-Specific Reports When Possible
Single-module reports load almost instantly compared to cross-module reports:
If you only need data from one area, create a report tied to that single module
Avoid selecting multiple modules unless absolutely necessary
3. Optimize Your Primary Module Selection
Choose the most efficient primary module for your report:
Use the Calendar module as the primary when tracking tasks instead of Intake Opportunities
This reduces the number of modules from three to two while maintaining data accuracy
Pull supporting data (like discharge dates) from secondary modules as references
Expected Results
After optimization, you should see:
Significantly reduced loading times (from 15-20 seconds to just a few seconds)
Same data accuracy as the original report
Improved workflow efficiency
💡 Pro Tips
When building reports that need task data, start with the Calendar module as your foundation
Reference other modules only for essential additional fields
Test different primary module configurations to find the fastest option for your needs
Common Issues
Still experiencing slow loading after optimization?
Check if you can further reduce the date range
Consider breaking complex reports into smaller, focused reports
Contact support for help rebuilding the report structure
Related Resources
If you need assistance optimizing your specific reports, contact Dazos Support for personalized help with report configuration and performance tuning.