How to run a report
There are nine standard reports:
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.
Report parameters could be
Template (only one template can be reported on at one time)
Category (The default is 'All walkthroughs*' which will pull all existing data from the template that you select. You can also select data from an individual category in a custom view)
Report period (Data will only be pulled from the date range selected)
Other - my walkthroughs* only (This will only pull walkthrough data that were created from your user account)
Other - Add cover page (This will add a cover page that displays what parameters were used in the report
Site (Data will only be pulled from walkthroughs* created from the sites selected)
*Walkthroughs is a catch all phrase for ay form created in eWalk. This term varies from setup to setup e.g forms, documents, appraisal etc.
To close the report parameter screen click Done or the X in the upper-right corner.
Emailing a Report
To email a report, click on the @ sign. At least one email address is required as well as an email subject. Additional emails can be added in the 'Second email address' field and can be separated by a semi-colon (;). You can enter an email note and choose to Cc yourself. Attach pdf is selected by default and if this is unchecked the email will include a link that will allow you to download the pdf. Click 'Send email' to send the email.
Filtering a Report
Filtering a report allows you to control what data is displayed. Typically this would involve removing certain data points to hone in on something specific. Each report has different ways that it can be filtered. For example: in the Overall template report you can filter to show one (or a group) of individual staff members' data or specific element data such as grade or subject.
Note that all reports have different filtering options. For detailed information about individual reports, please refer to their individual report videos (Linked above).
Once you have selected your custom filters, Click on 'Apply filters' to re-run the report with the updated parameters.
Adjusting Display Settings
The checklist of items that you see under 'Elements to Display' are the individual elements/rubric rows. All will be displayed by default but you can deselect to hide individual elements.
Graphics Dropdown
This allows you to switch between how/if the graphs are displayed
Checklist Dropdown
This allows you to choose/hide checklist data
Filtering Element Notes
The note data is not displayed in the reports themselves. This button is a way to run a separate report containing just the notes from the template. It will display elements where a note field is enabled and if it is able to be selected, then at least one note has been added into the walkthrough records you are pulling. You can select whichever elements you would like to display and choose to display the name of the author that entered the note into the report. Depending on the file type you would like to download, click on 'Csv' or 'Pdf'
Running saved reports
Saved Reports can be created by first running any Standard Report and then clicking on the disc icon. A menu will pop-up allowing you to name the saved report and click on the Save Report button.
Reports that have been previously saved will show up in the menu.
Print as PDF
Click on this button to download the PDF version of the report.
