This user guide will outline the steps for creating a customized report. A video demonstration is available at the end of the guide.
For instructions on how to filter a report read the following guide:
1. Select "Reports" from the main menu.
2. Pick the report you would like to run from the list and click on the bars to the left of a selected report (For our example we will run the "Electronic consent" report).
3. Click the "Customize Report " button to open the customization menu. The following fields can be customized in the report:
Name: this field will show the subject of a report.
Description: this information is not displayed on the report. Instead it appears on the Reports list pages for information and ease of reference.
Page Orientation: Select either Landscape or Portrait orientation for the report.
Table columns: Drag and drop boxes between "Show" and "Do not show" areas to add/remove columns; drag and drop boxes within "Show" area to change column order; double click on a box to change column name.
Save options: the customized report can be run without saving it or saved in the custom report for future use. Should you want to create a new customized report, press "Create New" button before running a report and your customized report will be saved.
4. Once completed, click "Run report" to generate and view your customized report.
Video Demonstration