Run 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 use the Reports tab to run evaluation reports.

Users will run reports selected from the Reports list using the Run/Modify Report button on the ribbon bar. Temporary modification of the report settings or filters is offered, if needed.

Reports can be run:

  • As is, using their built-in settings and filters.
  • After being temporarily modified with specific criteria by changing (but not saving) built-in settings and filters.
  • After being modified, renamed and saved as new reports.
  • After being copied, modified, renamed and saved as new reports.

Built-in Evaluation and Custom Evaluation Reports can be selected and run at anytime without having to make any additional modifications. However, two report types require some additional changes to their settings before running: They are:

Run Evaluation Reports

  1. From the Reports > Design tab, double-click on or select to highlight one of the built-in Evaluation reports in the Reportslist.
  2. The Run/Modify Evaluation Report pop-up window appears. Most of the data to run the selected report will already be filled in.
  3. The user may need to temporarily modify some of the settings such as start and end dates, trend type or graphics. The basic Report Settings includes the following options:
    • Report Name text box: Cannot be changed.
    • Select Eval Form drop-down menu: Select which Evaluation Form will be analyzed. A list of In Use evaluation forms will appear. Select Multiple to analyze data across all evaluations or the individual form itself. To choose multiple evaluation forms for reporting, click on the Evaluation Form Tab filter to only include specific forms.
    • Date Range (Required): Choose the period of time the report should focus its analysis. Select Custom Date Range to identify a Start Date and End Date that is not available in the default list. Common date ranges include: Current Day, Yesterday, Current & Previous Week, Current & Previous Month, Previous 30 & 90 days, Current & Previous Year.
    • Start Date and End Date: These selections are only available when Custom Date Range is selected in the Date Range drop-down menu. Enter a Start Date and an End Date for the report by clicking on the arrow.
    • Primary Series (Required): Identify who or what type of data will be compared. This is the primary data point on the X-Axis of the graph or the first column of the table.
    • Graph Type (Required): Identify what format the report should display the results. Choose from a Bar Graph, Column Graph, Line Graph or Table. Per Question and trended data are best displayed in a table format.
    • Reported Data (Required): Identify the evaluation score to be analyzed. This is the primary data point on the Y-Axis of the graph or the first row of the table.
    • The other filter tabs will already be filled in.
  4. When ready, click Run to execute and display the report results. The report may take longer to process if there is a larger volume of data that has been selected to be included via the Report Settings and filter tabs. There may be one or many pages of data in the report results.
  5. The results of the report will be displayed as a new tab next to the Designs tab with the selected report's name. At this time, the modified report has been run but the results have not been saved.
  6. When the desired report results appear, the user can choose to:
  7.  When the report configurations are set and the results meet the requirements, 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.