Navigating the Report Generator

To better follow the instructions below, review the page description in Report Generator.

Use the Report Generator to do the following:

• Create a spreadsheet report
• Remove Attributes from the canvas.
• Preview and print spreadsheet reports  
• Export reports to Excel.
• Create a pie, line, or bar chart.
• Preview, print, or share charts in an email.
• Save a report as a template and use it again.
• Save a chart report.
• Remove Attributes from the canvas
• Updating a saved report.

Creating a Report as a Spreadsheet or a Chart

Before creating a report, review the overview in Report Generator.

then do the following:

1. Set up Hierarchy and a Date Range for the report.
2. Select a program.
3. In the upper right corner of the web page, select a survey source or select All. .
4. In Report Generator, select a View. For example, select Score.
5. Depending on the View you selected, select an Report Filter option from either Group By, or Disposition. For example, select LRS. The selection turns blue with a checkmark by it, and a dropdown list appears.
   
   
   
   
6. Select any of the checkboxes in the dropdown list, as shown in Step 5.  
   All Report Filters include a dropdown list except for Date, or the CMP, or API checkboxes.  
7. Do either of the following:
   • To select an entire Selection Group, drag the group onto the canvas.  
   • To select individual Attributes within a group, click a Selection Group and place your mouse on the white arrow or anywhere on the Attribute, then drag the Attribute onto the canvas .For example, drag Purchase LRS.
     A checkmark appears by each of the Attributes you selected, for example, . .
     To remove unwanted Attributes see the next section, Removing Attributes from the Canvas.
     
8. Click , and then in the Report Preview window, view the report, then click Print.
   Only the first 10 rows are shown in the preview.
9. To save the report, close the Report Preview window, enter a name at untitled template and then click the Save icon.
   
10. To download the report as an Excel file, click the icon.
    
11. To view the report as a chart, click .
    The Create Chart window opens.
12. Click the tab for Pie, Line/Column, or Bar.
13. In the tab you selected, select the variables you want for the chart, and then click Create Chart.
    The chart is displayed.
14. Do any of the following:
    • To return to the Create Chart window and make changes, click .
    • In the Enter Report Name field, enter a report name and click
      To view your saved chart report, go to Menu > Extract Tools > Report Generator-My Report.
    • Click .
    • To include the report image in an email, click  .
      Enter the email address, subject, and message, and then click .
    • To return to the canvas, click .

Removing Attributes from the Canvas

To remove Attributes from the canvas during report creation:

1. To remove individual Attributes, do either of the following:
   • Hover over an Attribute, then click the white X that appears.
   • Drag the Attribute into the icon at the bottom of the page.
2. To remove all Attributes from the canvas, click the icon.
   The image changes to
   
3. Click the red checkmark.
   All Attributes are removed from the canvas.

Updating Saved Reports

You can update a report you have previously saved as:

• A template
• A chart

To update a report that you saved as a template:

1. Click the down arrow near the Save icon , then select the report from the dropdown  list.
2. To modify the report, do any of the following:
   • Add or remove attributes in the report.
   • Depending on the report's View, change the selection at Grouped by or at Disposition.
3. Click the Save icon.
4. To clear the canvas and create a new report, do either of the following:
   • Select a different view, program or date range.
   • Follow the instructions for removing attributes from the canvas.  

To update the date range in a report you saved as a chart:

1. Go to Menu > Extract Tools > Report Generator-My Report.
   A list of your saved chart reports is shown.
2. Open the report you want to view and change the date range.
   In a saved chart report, changing the date range is the only update available.

See also:

Report Generator