Centercode/Connect Help/Reporting

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

Tony Fisher
posted this on November 30, 2011 11:19

From the Project Homepage:

Create Complete Report:

  1. Click the Project Tools link in the left-hand menu.
  2. Click the Reports button in the main body area.
  3. Click the Create a New Report or Report Element link at the bottom of the table.
  4. Click the Surveys, Feedback Type, or Task List link under the Complete Reports heading, depending on which one you desire.
  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 Project Report.

Modify Report:

  1. Click the Project Tools link in the left-hand menu.
  2. Click the Reports button in the main body area.
  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 Project Report.

Remove Report:

  1. Click the Project Tools link in the left-hand menu.
  2. Click the Reports button in the main body area.
  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 Project Report.

Requirements

  • Manage Reports Role

Notes

  • Complete Reports in the Project currently consist of Surveys, Feedback, and Tasks, and provide a fast way to automatically create all Elements 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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