Report management
- 24 Aug 2023
- Afdrukken
- Pdf
Report management
- Bijgewerkt op 24 Aug 2023
- Afdrukken
- Pdf
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Description
Reports and reporting elements are created and managed in the Report Management menu item. These reports are used to download participant data. The content of a report can contain various elements:
- HTML
- A table of contents of the report
- Questionnaires
- Notes
It is possible to add several elements, also of the same type. In this way there is a lot of free input for drawing up a report.
You can download a report in the overview of all participants (default name: Portfolios). Select in the leftmost column with a check mark the participants whose report should be downloaded. At the bottom of the page, perform the "Download report" action.
Settings
In the report management, the button 'Add report' can be seen at the top right of the screen. Click here to create a new report. Give it a name and possibly a description. Below that are various settings for the PDF containing the report. These can be set entirely according to your wishes.
After saving, the new report will not be active immediately. The overview therefore contains two tabs: active and inactive. For an inactive report, click on the silhouette icon to make it active. The reverse applies for active reporting.
In both cases elements can be placed in the report. To do this, click on the square icon. This opens the overview of reporting elements. Click on 'Add reporting element'. Now select the desired element.
| Option | Explanation |
|---|---|
| HTML | This element provides a field to add text and media. |
| Table of Contents | Add a table of contents, which automatically lists all elements. |
| Questionnaires | This option allows questionnaires from the environment to be included in the report. The answers given by the participant will then be presented. Also see the article Questionnaires. |
| Notes | This section records the notes placed on the participant's profile. |
Disclaimer: This text was automatically translated from the Dutch version.