Create New Evaluation Reports

You must have the default Administrator or Supervisor role or a custom role that includes the Reports > Evaluation Reports > Full Control permission to create new evaluation reports.

There are many more reports which can be created to meet reporting requests for the quality management environment. Not all report configurations will result in a readable graph. However, users have the freedom to graph any data available.

Any report will require a Name, a Date Range, a Primary Series, a Graph Type and a Reported Data selection before a report may be run.

The choices of Primary Series, Trend Type, Reported Data, and Graph Type protect the report designer from creating too complex of a report. When a choice is selected, other choices may be grayed out and made unavailable for selection.

Create New Evaluation Reports

1. From the Reports > Designs tab, click on the New Report icon in the ribbon bar. The New Report pop-up window will appear.
2. In the Select Report Type drop-down menu, select Evaluation.
3. Click OK
4. A New Evaluation Report window appears. There are settings, filters and options to be made in this window using various tabs to configure the report. Selecting Evaluation brings in the evaluation type filter tabs.
5. Make modifications to the following tabs for report settings and filters:
   • Evaluation Report Settings Tab: General report setup, timing and graphing settings.
   • Evaluation Report Recurrence Tab: If creating an automatic recurring report, use the Recurrence tab to setup an emailed notification and run schedule.
   • Evaluation Report Groups Tab: Select specific groups of users and data to report on.
   • Evaluation Reports Users Tab: Select specific users to report on.
   • Evaluators Tab: Select evaluators to report on.
   • Evaluation Forms Tab: Select specific forms to be reported on.
   • Evaluation State Tab: Used to report what state evaluations are in.
6. When the new report's settings and options are complete, click Run to execute the report and display the report results without saving it. This gives the user the opportunity to see if the report results are suitable or if more tweaking is needed to set the report as desired.
7. The results of the report will be displayed for the user as a new tab with the report's name. At this time, the new report has not been saved. If the report results did not come out as planned, make additional changes to the settings and filters.
8. Click Run after any modifications are made to execute the report and display the report results to make sure it meets the desired needs.
9. When the desired report results appear, the user can choose to:
   • Distribute the report results via email. Use Email Evaluation Report Results
   • Export the report results to a file. Use Export Evaluation Report Results
   • Print the report results. Use Print Evaluation Report Results
   • Modify the report settings again, if needed. Use Modify Evaluation Report Settings
   • Refresh the report or run the report again. Use Run Evaluation Reports
10.  When the report configurations are set and the results meet the need, do one of the following:
    • Click Save As and enter a new report name in the Save As text box. This creates a new report. The new, modified report will appear in the Reports list.
    • Click Close to exit the reporting process without saving anything.