Reports
Reports tab
The reports tab is a redesign of the Report Menu screen. From here you can run reports to analyze your walkthrough data. The Report Menu is divided into three sections:
· Standard Reports
· Custom Reports
· Saved Reports
Report Menu with Standard Reports section expanded
Report Menu when all three sections are collapsed
To expand a section of the report menu click
To close a section of the report menu click
To watch a tutorial video about a certain report click the icon
To run a report click on the report description tile and select the appropriate report parameters from the parameter screen that displays. Then click to run the report.
To close the report parameter screen click Done or the X in the upper-right corner.
Custom Reports and Saved Reports
Both Custom and Saved Reports will vary by customer and even user. Custom reports must be setup in the Build > Report Set area of the application and they allow you to aggregate element data from multiple form templates and from multiple categories and views.
Saved Reports can be created by first running any Standard Report and then going to the “Save Report” section above the report output and providing a name for the saved report and clicking “Save Report”.
You can than choose to select the checkbox “Make the users select the data range and site” before clicking “Save Report”. This will allow the user to select a school site and date range each time the report is run. Thereby, making the report more dynamic. If this checkbox is not selected then this saved report will be locked into always pulling data for the same school and date range.
