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Overview

When creating a new report, you must create the report container, select an anchor, then create one or more data definitions.

Note: Reports created prior to Version 3.0 are configured to display archived data by default. Reports created after Version 3.0 are configured to exclude archived data by default.

User Account Requirements

The user must have Administrator or Data Management advanced permissions to create reports.

Related Information/Setup

Please refer to the following article for more information on configuring a report:

• Reports Overview
• Creating a Report View
• Creating a Data Analytics Export Report
• Data Grid Overview

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin: Overview screen, click the Data Visualizations tile under the Views section.

Data Visualizations Tile

4. On the Admin: Data Visualizations screen, click the Create Data Visualization button. 

Create Data Visualization Button

Creating a Report

1. From the Admin: Create Data Visualization screen, enter the name of the report in the Name field.

Name Field

2. (Optional): Enter a description of the report in the Description field. This description will appear below the report’s name on the Data Visualization screen.

Description Field

3. Select Report from the Type dropdown menu. If you're creating a data analytics export or data grid, see the Create a Data Analytics Export Report or Create a New Data Grid articles for more information.

Type Dropdown

4. Select a report focus from the Data Visualization Focus dropdown menu.

Data Visualization Focus Dropdown

• (Optional): Select additional, related report focus definitions from the Focus dropdown menu. Selecting another report focus will provide more data series options to choose from when adding a report element (table, chart, heat map, or repeatable form).

5. Click the Create button to create the report. 

Create Button

6. (Optional): To edit the report name or add a description, click the Edit Report Details icon at the top-right of the first section on the page.

Edit Report Details Icon

7. (Optional): Click the Add Another Report Focus link to include another report focus definition. Depending on the data path, selecting another report focus will provide more data series options to choose from when adding a report element (table, chart, heat map, or repeatable form).

Add Another Report Focus Link

8. (Optional): To include or exclude archived data, click the Edit Report Details icon, then click the Include archived data in report checkbox to select or deselect. When selected, the report elements will display data from objects that are currently in an archived state. See the Archived Data section for more details.

Include Archived Data in Report Checkbox

Once you’ve created the report and selected one or more report focus definitions, you can add charts, tables, heat maps, or repeatable forms, filters, parameters, or text. Reports can then be accessed in an activity by adding it to a report view.