Creating Reports

Reporting plays a crucial role in program management. To create a report, simply follow the instructions provided below.

1. To create a report, begin by choosing the specific program you wish to create a report for within the Admin Dashboard.
2. Click on Reports in the Program Navigation Menu. 
3. To create a report, simply click on the Create a Report button. 
4. Fill out all required information:
   
   • Report Name
   • Status of Submission - (All, Draft, Final, or Withdrawn)
   • Field Type - select the type of data you want to add to the report.  
     • Submission Attributes - top-level submission information (ex. ID, Status, Create Date)
     • Submission Form Fields - questions found within the form
5. To include attributes/questions in the report, you can easily select the desired information from the Available box and click the Add to Report button. To remove the attributes/questions, select the desired information from the Selected box and click the Remove From Report button. 
6. To change the order of the report, simply utilize the Move Up and Move Down buttons.
7. Once you are happy with all the information under the Selected box, click Save. 

Modify the Label of an Attribute/Question

1. After saving the report, select the attribute/question you want to rename and click on Edit Column Header.
2. You will then be prompted to rename the column header.
3. Once you have made the desired changes, click Submit to save them.
4. Finally, ensure that you save all your changes by clicking on the Save button.

View this instructional video for a step-by-step guide: