Summary
How to Generate a Custom Report?
Solution
This article illustrates the steps to generate a customizable report and set it up on a schedule.
- Go to the Reports Tab and Click on New Report.
Go to Reports Tab and Click on New Report
- Provide the name of the Report, choose the report template, and click on submit. By default, it will be blank.
Update the fields and Submit
- Provide the name of the sheet (Sheet here referenced to the tab in the Excel spreadsheet that you will receive).
- Select the type of Sheet. For example: If you want to get all the details about the Student or Parent, then choose Attendees. You can add as many sheets as you want and also can customize, what you want to see in the report.
- Click on Create New Sheet.
Click on Create New Sheet
- Click on Modify Columns. This is where you can choose the information that you want to see in the report. By default, all columns will be on. You can toggle off the ones you don't need.
Click on Modify Columns
- Click on Update once you have selected the columns that you want in your report.
Update your selection
- You can also create a schedule, which means your report will be automatically generated depending on the frequency you choose. To schedule your report, click on Schedule Report. If not, then simply click publish at the top right.
- Choose the name for your schedule. Select the scope of your data, which means choosing the form you want the information to be derived from. Choose the frequency of the report - Daily, Weekly, or Monthly. Choose the date until which you want this to run. Last but not least, Toggle on "Notify me with me an email on report completion", if you want to be notified when the report is ready to download. Click on Confirm.
Toggle on Notify me with me an email on report completion
- Your report is now ready to publish. Click on Publish.
- Your report is published. Now you can generate it. Click on the Actions dropdown option and click on Generate.
Generate report
- Click on the scope, meaning for which form you want to generate the report. Toggle on the "notify via email when the report is ready" and click Generate Report.
Toggle on the notify via email when report is ready
- Go to the Report Requests tab. Your Report will be in pending status until it is generated, and the status turns to complete. When it is complete, click on it and you will be able to download the report.
Download the report
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.
