Basics of Reports

Basics of Reports

Within the Assess App application, the Reports Module empowers users to create a compilation of reports containing essential information as per their specific needs.  Whether you're seeking to track key performance indicators, assess project milestones, or gain strategic insights, this module provides a versatile platform to compile, analyse, and present data in a visually compelling manner.

Users have the flexibility to tailor and personalise reports according to their specific requirements.

Functionalities of Reports

1. Search and Filter reports
2. Duplicate Report
3. Delete Report
4. Export Report
5. Edit REport
6. Create Report

1. Search and Filter Reports

The Search feature is your handy tool for finding the report you need. Simply enter the report name, ID, or any other key information, and it will help you quickly locate the specific report you're looking for.

Filters work similarly to the search function but allow you to organize reports based on specific conditions. You can sort reports by criteria such as exam name, bank, ID, exam start date, exam end date, and status. Essentially, filters help you narrow down and categorise reports, making it easier to find the information you're looking for based on specific conditions you set.

User can create a filter by clicking on the "+" sign next to the filter dropdown the selecting the filter criteria.

Users also have the option to apply multiple filters in combination to refine their search further.

Lastly, filters can be saved and reapplied through the filter dropdown for future use.

The Filters can be saved in either Private or Public options.

If a filter is saved as "Private," it will only be visible to the user who created that specific filter.
 
If a filter is saved as "Public," it will be accessible to all users within the system.

Search and Filter Reports Video Tour



2. Duplicate Report

The "Duplicate Report" option is a handy feature that lets you copy an existing report. This way, you can easily create a replica that you can then edit and customize according to your specific requirements.

3. Delete report

The "Delete Report" function permanently removes a report from the system. When you use this option, the report is deleted and cannot be recovered.


Duplicate and Delete Report Video Tour



4. Export Report

The "Export" function enables you to save the report in Excel or CSV format. This feature allows you to take the information from the report and store it in a file that is compatible with spreadsheet applications, providing flexibility in how you use and share the data.



5. Edit Report

The "Edit" function allows you to customize the report according to your preferences. With this feature, you can make changes to the report, adjusting details and formatting to suit your specific needs and preferences better.



6. Create Report


 

The "Create Report" function serves as the gateway to initiate the report creation process within the Assess App application. You'll find the "Create Question" button at the top-right corner. Just click it, and you're all set to start making your own reports.

To initiate the report generation, click on the "create report" button.

Subsequently, choose the module and its related module from the dropdown menu.

Next, choose the type of report from options such as tabular or summary report.

To incorporate columns, choose the desired ones from the left side and utilize the arrows to add them to your report.

Select filters as needed.

Finally, enter the name of the report, select the category from the dropdown, and provide a description.

How to Create Reports Video Tour



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