Wednesday, October 24, 2018

System Update: You can now save reports within the Reports Center!

The team has been hard at work and now you can save all reports within the Reports Center!

Go to Reports > Report Center > choose any report option available. Our example below uses the Form Data Report:




















Choose the date range for View assessments between and check the forms you’d like to report on and click Run report:































When report running completes, customize with the Show/hide columns, sorting and Filters. When you've finalized the report settings click Save report:





















This will allow you to Name the saved report and add a Description:



























Once saved you can find your saved reports on the main Form Data Report page or by clicking Run new report:


























A few things to note about the report saving feature:

  • Saved reports are group specific and will be available to users that have report access. 
  • Naming the report with relevant, meaningful information is important. Consider adding items such as your name, date range, report purpose, etc. in the report title). 
  • Anyone with access to reporting can delete any saved reports.

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