| Info |
|---|
New reports can be created by administrators of |
...
risr/advance and then published to different users of the platform to run and view the data. |
| Table of Contents |
|---|
You will need to have the correct permissions in order to be able to create and edit reports for your organisation which allow you to navigate to the reports area. This is found in the top menu bar of the application.
...
The template is separated into four sections which will be explained in sequence here.
Basic information
Report template name - this will be shown to end users in their list of available reports.
Only users with these roles will have visibility of this report - allows you to select from all of the roles in the system to specify who should see this report in their list of reports. If you wish everyone to be able to see this in their list of reports then simply select the option all roles. This option does not effect a user's ability to run this report if it is embedded into an event they are filling in. The only requirement there is for them to have the permission allow user to run reports within their role.
Allow users to download this report as a PDF - Gives the ability for the user running this report to download the report to a PDF
Allow users to download this report as a CSV - Gives the ability for the user running this report to download the report to a CSV
Select data to run the report on - here you can select whether the data you would like to query and output principally relates to the content of events, or goals, or information on users. The selection made here will effect which input filters and output properties are available to you.
Description - this will be displayed against each report in the list so that you can provide some additional information as to the purpose of the report if desired.
Hide report if no results are found - if set to yes this will hide the output table when it contains no data
...
Data type | Description |
|---|---|
Event type | Allows you to search for one or more of the event types which have been created in the system. You can select from any that are currently published or have been published in the past but are now archived. |
Event state | Every event in the system has a state attached to it to indicate at what stage of the workflow it is at. The most common for reporting is complete which tells you that all the stages in the event workflow are complete. |
Blueprint | Will display a popup of all available blueprints in the system from which you can select one or many. This is used to return the events which have been tagged with that blueprint. If selecting from a level in the hierarchy the returned results will be of events tagged at that level of the hierarchy or below. |
Relation of user at start date of event | When returning information on a particular event this will also retrieve information on the relations that the owner of the event was assigned at the time of the start date of the event. |
Event owner | The user who owns this event. Another way of thinking about it is the individual to whom the data relates. |
Role of event owner | Allows you to filter by the role(s) the owner of the event has applied to their account. |
Event owner visible because of my role as | Users often have multiple roles which connect them to other users in different ways. This filter allows the user running the report to return events which are relevant to them in a particular capacity (role). |
Last modified date | The date on which changes were last made to the event. |
Created date | When the event was created for the first time. This is when the first section of the event is submittedsaved for the first time. This is either when the event is first auto saved or manually saved as a draft. |
Completed date | The date on which the final section of the event was submitted so that it is all complete. |
Start date | The date on which the user indicated this event occurred. |
End date | The date on which the user indicated this event finished. |
Event property | Displays a popup of all event types in the system and allows you to select from any of the individual fields on the particular event. If you are not using blueprints feature common fields on events then this is the method you will need to use to display the content of events in reports. Please note that every time there is a new version of the event type created and published this report will also need to be updated in order to pull the new information. Where blueprints are used in these filters the report will automatically pull the new information without needing to be updated. |
...