Help

How-To: Generate Master Report Template

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.

  1. Go to the Reports tab in any District level Form in the District Org and Click New Report.

    Report tabReport tab

  2. Fill in the name and turn off the "immediately publish and skip editor" and click Submit.

    Turn off the immediately publish and skip editor.Turn off the immediately publish and skip editor.

  3. In the Report builder, for all the displayed Sheets. Click on Actions -> Set Sheet Properties.

    Set Sheet PropertiesSet Sheet Properties

  4. Turn off "Optionally restrict report scope".

    Turn off  Optionally restrict report scopeTurn off Optionally restrict report scope

  5. Scope will change to any form as seen below. Click Submit.

    Click Submit buttonClick Submit button

  6. Repeat Steps 3 & 4 for each Sheet.
  7. Go to Access and Visibility and Share report with all organizations.

    Access and Visibility buttonAccess and Visibility button

    Access and Visibility ManagerAccess and Visibility Manager

  8. Click on Save to activate the rule.

    Save to activate the ruleSave to activate the rule

  9. Click Publish.

    Publish buttonPublish button

  10. 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 ReportGenerate Report

  11. 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.

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.

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.

  1. Go to the Reports tab in any District level Form in the District Org and Click New Report.

    Report tabReport tab

  2. Fill in the name and turn off the "immediately publish and skip editor" and click Submit.

    Turn off the immediately publish and skip editor.Turn off the immediately publish and skip editor.

  3. In the Report builder, for all the displayed Sheets. Click on Actions -> Set Sheet Properties.

    Set Sheet PropertiesSet Sheet Properties

  4. Turn off "Optionally restrict report scope".

    Turn off  Optionally restrict report scopeTurn off Optionally restrict report scope

  5. Scope will change to any form as seen below. Click Submit.

    Click Submit buttonClick Submit button

  6. Repeat Steps 3 & 4 for each Sheet.
  7. Go to Access and Visibility and Share report with all organizations.

    Access and Visibility buttonAccess and Visibility button

    Access and Visibility ManagerAccess and Visibility Manager

  8. Click on Save to activate the rule.

    Save to activate the ruleSave to activate the rule

  9. Click Publish.

    Publish buttonPublish button

  10. 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 ReportGenerate Report

  11. 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.

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.

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.

  1. Go to the Reports tab in any District level Form in the District Org and Click New Report.

    Report tabReport tab

  2. Fill in the name and turn off the "immediately publish and skip editor" and click Submit.

    Turn off the immediately publish and skip editor.Turn off the immediately publish and skip editor.

  3. In the Report builder, for all the displayed Sheets. Click on Actions -> Set Sheet Properties.

    Set Sheet PropertiesSet Sheet Properties

  4. Turn off "Optionally restrict report scope".

    Turn off  Optionally restrict report scopeTurn off Optionally restrict report scope

  5. Scope will change to any form as seen below. Click Submit.

    Click Submit buttonClick Submit button

  6. Repeat Steps 3 & 4 for each Sheet.
  7. Go to Access and Visibility and Share report with all organizations.

    Access and Visibility buttonAccess and Visibility button

    Access and Visibility ManagerAccess and Visibility Manager

  8. Click on Save to activate the rule.

    Save to activate the ruleSave to activate the rule

  9. Click Publish.

    Publish buttonPublish button

  10. 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 ReportGenerate Report

  11. 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.

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.
Version history
Last update:
‎12-15-2023 10:15 AM
Updated by:
Contributors
Labels (2)