Modify Evaluation Report Settings

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

Built-In Evaluation Reports can be modified with other settings and filters data to capture and collect more specific data. Also, if the report should not come out as desired while viewing it, settings and filters can be tweaked to adjust the data and how the report will display that.

• Users can make changes to an existing (built-in or custom) evaluation report's settings and filters, run it with the changes and not save it. This preserves the original report.
• Users can make changes to an existing (built-in or custom) evaluation report's settings and filters, run it with the changes and save the report with the changes as a new different report. This preserves the original report.
• Users can copy an existing report (built-in or custom), make changes to an existing (built-in or custom) evaluation report's settings and filters, run it with the changes and save the report with the changes as a new different report. This preserves the original report.
• Users cannot change built-in evaluation reports. These can be temporarily changed, run and closed, not saved.

Modify a Report

1. From the Reports > Design tab and double-click on or select and highlight one of the built-in or custom Evaluation reports in the Reportslist.
2. The Run/Modify Evaluation Report pop-up window on the Report Settings tab. Most of the data to run the selected report will already be filled in here.
3. Make modifications to the following tabs using these links:
   • 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 schedule.
   • Evaluation Report Groups Tab: Select specific groups of users and data to report on.
   • Evaluation Reports Users Tab: Used to select specific users to report on.
   • Evaluators Tab: Used to select evaluators to report on.
   • Evaluation Forms Tab: Used to select specific forms to be reported on.
   • Evaluation State Tab: Used to report what state evaluations are in.
4. When all modifications are complete, click Run to process and display the report without saving it. This gives the user the opportunity to see if the report results are suitable or if more tweaking or modifications are needed to set the report as desired.
5. The results of the report will be displayed for the user as a new tab with the report's name. At this time, the modified report has not been saved. If the report results did not come out as planned, make additional changes to the settings and filters.
6. Click Run after any modifications are made to process and display the report to make sure it meets the desired needs.
7. When the desired report results appear, the user can choose to:
   • Distribute the report results via email. Email Evaluation Report Results
   • Export the report results to a file. Export Evaluation Report Results
   • Print the report results. Print Evaluation Report Results
   • Modify the report settings again, if needed. Modify Evaluation Report Settings
   • Refresh the report or run the report again. Run Evaluation Reports
8.  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.