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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