Simple Report Creation

If you're looking to create a report with a few clicks, Centercode offers simple methods of getting data out of your platform.

Within their respective management pages, you can create a high level overview of your data in the form of beautiful graphs and charts via PDF with Macro Reports. You can also quickly export your raw data in spreadsheet format with Quick Form Export.

These features allow you to work with and export your data without having in-depth knowledge of the Centercode Reporting engine.

To Quick Form Export your data:

  1. Click Community or Project Tools on the left-hand menu.
  2. If Community level, click Survey or User Profiles in the main tools menu. If Project level, click Survey or Feedback Types in the main tools menu.
  3. Locate the form you’d like your data from and click the new Export icon.

    4. Review your data, parameters, and style. When satisfied, click Export to File at the top of your page    
     
5. If desired, you can utilize this page as a starting point to build a Custom Report.

To create a Macro Report:

  1. Click Community or Project Tools on the left-hand menu.
  2. If Community level, click Survey or User Profiles in the main tools menu. If Project level, click Survey or Feedback Types in the main tools menu.
  3. Locate the form you’d like your data from and click the new Complete Report icon.
  4. Select Your Data - Add items to include in the report element. Different styles will be available based on type and quantity of selected items.
  5. Add Filter -  Limit the report element to a specific subset of results. Continue with No Filter and the system will add a proper filter for you.
  6. Pick a Style - Visual presentation of your report element. Available styles determined by data items selected.
  7. Click Submit to proceed to the next page.
  8. Name your Report
  9. Click Submit to save and generate your Report.

When creating a report within Centercode for data that's specific to a resource (e.g Survey), a common mistake is that the report is missing a Filter. A filter ensures that you're seeing data for those who qualify in your report. 

Troubleshooting Scenario - No Filter Reports

If you've created a custom and see many blank results, your custom report is lacking a Filter.

All you'll need to do is modify the report and add a Filter! A common Filter would be <Your Survey Complete = Yes

To fix your Report: 

  1. Click Modify Report
  2. Click the Report Element
  3. Scroll down to Add a Filter
  4. Create your Filter
  5. Click Add to Filter
  6. Click Submit & View

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