How do I create a Report in Centercode?
If you're looking to create a report with a few clicks, Centercode offers simple methods of getting data that you have collected 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 or create Custom Reports. (Read More about Creating Reports in Centercode)
What is a Macro Report?
Macro Reports quickly output an entire form’s worth of processed results. They allow you to quickly build a report containing many related elements by instructing the Reporting system to create a full report on the form of your choice from Surveys, Tasks, and Feedback Types. (Read More about Macro Reports)
What is a Custom Report?
Custom Reports (or Element Reports) allow you to select individual criteria for each individual chart, spreadsheet, or export. These elements can span multiple forms and data sets. (Read More about Custom Reports)
How do I distribute Reports to other members of my team?
Distributing a Report sends you a complete package of your choice of formats including PDF, XLSX, and HTML via email. You can choose to send a one-off distribution to the email address(es) of your choice, or set up an automatic, scheduled distribution to entire Project Teams or a list of individuals. (Read More about Distributing Reports)
How do I export Survey or Feedback data via Spreadsheet?
You can quickly export your raw data from Surveys and Feedback into a spreadsheet format with Quick Form Export. This features allows you to work with and export your data without having in-depth knowledge of the Centercode Reporting engine. (Read More about Quick Form Export)
How do I create a Filter for my Report?
Centercode allows you to access any data gathered by the system, such as your dynamic forms (Surveys, Feedback, Content, etc), and then view that information either directly in your portal or export it out via Reports. Creating a Filter helps to to narrow your Report results to specific criteria, such as "Active Users". (Read More about Building Filters and Views)
Can I integrate my Reports with other software like Tableau?
Through Enhanced Integrations, Centercode's Data Packages offer the ability to create and share custom data sets for consumption by third-party systems. This is perfect for injecting bulk data into systems like Tableau, Domo, or Google Sheets to take advantage of their extensive analysis and visualization capabilities. (Read More about Integrating Centercode Reports with other Software)
Note: The above capabilities require Centercode's Enhanced Integrations package
Can I Report across Projects?
With an Enterprise License of Centercode, Reporting across various Projects becomes possible thanks to Cross Project Labels. Cross Project Labels are unifying labels created by Community Admins and used to identify similar resources across projects that may not use the same vocabulary. For example, Feedback types in separate projects that might be titled differently (such as Issues, Problem Reports, Bugs) can all be unified under the "Bug Reports" Cross Project Label to open up the ability to Report on them across Projects. (Read More about Using Cross Project Labels)
Why are my Reports stuck or taking so long to display?
Whenever you run a report in Centercode, the job is broken down into two parts:
- Data collection - sometimes reports have to scour huge swaths of data to pull back all the information you're asking for. This is particularly true for Community level reports, or reports in Projects with lots of users or lots of history.
- Visualization - Once the data is all collected and organized, the system rolls up numbers or otherwise arranges the data to be visualized, then generates your charts, graphs, word clouds, etc, then it creates PDF and Excel versions, too! This step doesn't typically take very long, but if there are a LOT of Elements in your report, it'll have to loop through this action multiple times.
In the end, most reports only take a few seconds to generate, maybe a minute or two. Given that, there is sometimes a queue on your shared infrastructure. This means that you might have to wait a couple minutes for your report to START running. That said, we're always working on scaling up our infrastructure, but if you're waiting for your report for too long, don't hesitate to reach out - we'll investigate for you.