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Manage Reports

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The Manage Reports screen provide users with the ability to create and edit reports on collected form data for published form templates.  Once the reports are created they will need to be assigned to an instance of the Report Manager for viewing.

 

ManageReports

The above image shows the overall navigation of the Manage Report screen.

 

Functionalities available within the screen include

 

Create a new Report

Edit an existing Report

Delete an existing Report

Modify Sort Order for Reports List

Modify Paging Size for Reports List

Navigate between Pages in Report List

 

Create a new Report

Click on the Create New link with image (managereportsb1) to open the Edit Report screen to begin creating a new Report

 

Edit an existing Report

Click on the Edit link button with image (managereportsb2) to open the Edit Report screen to edit the selected report

 

Delete an existing Report

Click on the Edit link button with image (managereportsb3) to open the Edit Report screen to edit the selected report

Click on the Delete link button with image (managereportsb4) to delete the report

Click Ok on the confirmation window to proceed with the deletion process, otherwise click Cancel

 

Modify Sort Order for Reports List

To sort on how Reports list should be displayed, click on the header name link button for the required column to sort

How the list is being sorted is indicated the by red arrows (managereportsb5 managereportsb6) next to the column header name.  The red arrow pointing down indicates the list is being sorted in descending order for the selected column.  The red arrow pointing up indicates the list is being sorted in ascending order for the selected column.

 

Modify Paging Size for Reports List

In the Records Per Page  field, select a page size from the list of available sizes.  This action re-orders the list and displays form template records up to the size selected.

 

Navigate between pages in Reports List

To navigate between pages of the Reports List, click on the the required number link button displayed at the bottom bar of the list.

 

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