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Create Report

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Create Report

Owned by Melanie Mansuy (Unlicensed)
Last updated: Nov 07, 2022 by Alyssa Hill
3 min read

  1. Go to you project and click on "Data Exports, report, and Stats" located in the left side bar (circled in red in image below)

     

  2. Next, click on "+ Create New Report", you can also watch the video resources on utilizing this page

     

     

  3. Next enter then name of the report in the yellow box at top (shown in image below)



  4. Follow the steps shown, they are as follows:

    1. Step 1: User Access: select which users have access to this report.  Each report has its own user access setting so that users may choose specific users, User Roles, and/or Data Access Groups that can view that specific report (as shown in image below).

    2. Step 2: Select fields to include in report.  Here are the following ways you can do this:

      1. In the Field 2 box (circled in red below), select the question you would like to have included in the report.  Once a field is selected, a box for Field 3 will show up, then for Field 4, etc.

      2. At the top right corner of the box for Step 2 (circled in red below), select an instrument in which you'd like all fields included from. 




      * Fields in a report can easily be reordered within the report using drag-n-drop functionality.


    3. Step 3: (Optional) Apply filters using AND/OR logic.  This will program the report to only have specific records appear.  For example, the table below is asking to only show records that weigh less than 70 and greater than 50:



      In a longitudinal project, you can also add additional filters so that they only return records assigned to specific Data Access Groups and/or data from specific events (in longitudinal projects) by allowing the user to select one or more DAGs and/or events from a multi-select drop-down list (shown in image below)




    4. Step 4: (Optional)  Select which field(s) the report should be ordered by (e.g. select last name to list the records in alphabetical order of last name)


  5. Once complete, click "Save Report".  Your report will then be available to look at.  To view it, do one of the following

    1. After saving report, click on "View report" in box that pops up

    2. On the left side bar of your project, click on the name of the report

    3. Go to "Data Exports, Reports, and Stats" and click on "View Report"