Reports

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A “report” depicts data tabularly or graphically to quickly understanding trends in data.

Search for a report

  1. Expand “Reports” on the sidebar navigation.
  2. Select one of the list options:
    • “My Favorites” will display the list of reports that you indicated as your favorites.
    • “My Reports” will display the list of reports that you manage.
    • “Search” will display the full list of every report in the system.

Search Tips

  • The report lists will only display the reports to which you have access.
  • By default, archived reports do not display in the search results.
  • The Administrator or the ‘Managed By’ report contact can view archived form types by selecting the appropriate value from the Archived Status dropdown.
  • Expand the “Data Filters” section to limit the results based on specific fields. 
  • Select “Refresh List” to load an updated list; alternatively, select “Reset” to clear all of the filters.
  • Select column headers to sort by column, alphabetically.

Lock or unlock a report

A locked report allows users with appropriate access to view the report details, while users with appropriate access can both view and edit an unlocked report. 

  1. Locate the report record and select the View/Edit button for the desired report.
  2. Toggle the “Lock” or “Unlock” button in the Details section.

Run a report

  1. Expand the “Reports” menu on the sidebar navigation. 
  2. Locate your desired report.
  3. To the right of the report name, under the Actions menu, select the first option to run the report.

Depending on the report, there may be additional arguments or filters to return the intended results.  Once you populate those fields, select the “Refresh Report” button.

Manage reports

  1. Expand the “Reports” menu on the sidebar navigation.
  2. Select one of the list options:
    • “My Favorites” will display the list of reports that you indicated as your favorites.
    • “My Reports” will display the list of reports that you manage.
    • “Search” will display the full list of every report in the system.
  3. To the right of each record, under the Actions menu, you may:
    • Run this report
    • Indicate record as a favorite.
    • Download the report definition to import into another database.
    • Copy this report as a new report.
    • Delete this report.

System-Defined Report Tips

  • Users are able to view system-defined reports and their configurations.
  • Users are not able to download or delete system-defined reports.

Print a report

  1. Locate your desired report.
  2. Select the “Run this report” button under the Actions menu to the right of each record.
  3. Select the “Print the report” button at the top right corner, across from the report name.
  4. Follow the prompts for printing.

Export a report

  1. Locate your desired report.
  2. Select the “Run this report” button under the Actions menu to the right of each record.
  3. Populate any arguments required by the report and select “Refresh Report”.
  4. Confirm the report looks as expected
  5. Select the “Export the report” button at the top right corner, across from the report name.
  6. Select one of the following export types.
    • Excel:  Export the report as an Excel (xlsx) file.
    • PDF: Export the report as a PDF file.
    • Copy: Copy the report data to the clipboard as a tab-separated table.
    • CSV: Export the report as a comma-separated value (csv) file.
    • JSON: Export the report as a JavaScript Object Notation (json) file. 
  7. The exported file will be generated after selection.
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