Summary
How to Generate Master Report Template?
Solution
This article illustrates the steps to generate a Master Response Report Template at the District Org.
It will allow District/School users to create a Master Response Report using the template in a few clicks.
- Go to the Reports tab in any District level Form in the District Org and Click New Report.
Report tab
- Fill in the name and turn off the "immediately publish and skip editor" and click Submit.
Turn off the immediately publish and skip editor.
- In the Report builder, for all the displayed Sheets. Click on Actions -> Set Sheet Properties.
Set Sheet Properties
- Turn off "Optionally restrict report scope".
Turn off Optionally restrict report scope
- Scope will change to any form as seen below. Click Submit.
Click Submit button
- Repeat Steps 3 & 4 for each Sheet.
- Go to Access and Visibility and Share report with all organizations.
Access and Visibility button
Access and Visibility Manager
- Click on Save to activate the rule.
Save to activate the rule
- Click Publish.
Publish button
- Now any District User/School User can go to its form and Generate a Master Response Report by going into reports tab in the form manager and clicking on Generate.
Generate Report
- A report will automatically be generated for the form manager that the user is in. Users can download the report in the Report Request tab.
Note:
- Template only needs to be created once and once created can be used by any user in the PC org.
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