Report generation

Faculty members can generate report on their own research output, activities, prize. Administrative staff who compiles annual departmental reports or staff evaluation report can also generate these reports. In this example, we are generating a list of research output by a specific faculty member

1. Create a New Workspace

Login to the Backend using your SSOID.


Reports are contained within "Workspace"

  • Click "Reporting"

  • Click "+ Blank Workspace"

A popup window showing the different types of report that one can generate (research outputs, activities, prizes, etc.) appears

  • Click "Research outputs"

A list of research output is displayed. Much like an Excel spreadsheet, all data on this screen are displayed in rows and columns. Rows represents individual research output, columns represents information related to the research output (e.g. Title, contributors, journal name, etc.)

Depending on your user-role, this table may display all of your own research output (for faculty members), or it may display a list of all research output from your whole department (for departmental administrative staff)

2. Narrow Down Your Dataset (rows)

Suppose that we want to narrow down the dataset to display research output by Kara Chan only

  • Click "Filter" icon on "Research outputs" column

  • Click "Add filter" on the right panel

  • On the popup search window, type "person" and click "Person" in search result

A text field appears on the right panel ("Type here to search")

  • Type in a person name

  • Click "Apply Filters"

3. Add Other Information (columns)

Suppose that we wanted to generate a report that shows the citation count (from Scopus citation database) of all research output by a researcher

  • Click "Add column"

  • On the right panel, click "Add value"

A text field ("Search for values") and list of information appears

  • Type in "Scopus citations"

  • Under "Citation count", click "Scopus citations"

Column B is now added to the table, showing the Scopus citation count for all research output by a researcher

You may add as many columns as you wish to display the relevant information of the list of research output

You can enable the "Expand mode" to filter out duplicate project records. If a project is undertaken by multiple people, such as a Principal Investigator and Co-Investigators, duplicate records will be displayed


4. Save Your Report

Finally, you can save your report for future reference

  • On top-right portion of the workspace, click "Save"

  • In the popup window, provide a name for your workspace that is easy for you to reference (e.g. Kara Chan Research Output 2020 or Faculty or Arts Activities 2020)

  • On top-right portion of the workspace, click "Export". Choose either XLSX or CSV to generate a spreadsheet file that can be opened in Microsoft Excel