Centercode/Connect Help/Reporting

How do I create, modify, or remove a Community Report?

Tony Fisher
posted this on November 30, 2011 11:12

From the Community Homepage: 

Create Complete Report:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Reports link in the left-hand menu.
  3. Click the Create a New Report or Report Element link at the bottom of the table.
  4. Click the Surveys link under the Complete Reports heading.
  5. Continue through the following pages, selecting the Form(s) to Report on, Survey Element Options page, and optionally a Filter.
  6. After Preparing Data, your Complete Report will be displayed as a temporary Report (not yet saved).
  7. Click the Save Report link to make this Report permanent.
  8. Give your Report a Title and adjust any other details on the page as desired.
  9. Click the Next>> link at the bottom of the page.

You have successfully created a Complete Community Report.

Modify Report:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Reports link in the left-hand menu.
  3. Click the Modify icon to the left of the desired saved Report.
  4. Make desired changes to the Edit Report page, then click the Next>> button at the bottom of the page.

You have successfully modified a Community Report.

Remove Report:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Reports link in the left-hand menu.
  3. Click the Remove icon to the right of the saved report you wish to Remove.
  4. Click the Yes, Remove this Report link to confirm the Removal of the Report.

You have successfully removed a Community Report.

Requirements

  • Manage Reports Role

Notes

  • Complete Reports in the Community are currently limited to Surveys, and provide a fast way to automatically create all Elements of your Surveys and get immediate data regarding them in a basic format (that can be modified on a per-Element level afterwards for additional customization).
 
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