Running a report

To view data collected in Replicon, you can run reports available to you in the Reports section – either reports available by default, or ones you’ve added.

You can run reports on a one-off basis, or schedule them to be automatically emailed at regular intervals.

Running a one-time report

To run a report:

1. Go to Reports.
2. Find the report you want to run in the Report Name column, and click its name.

3. Click the Settings button if you need to:

• Choose which fields to include in the report and set their display order
• Set up data grouping and summary options
• Add custom columns that are based on formulas to the report

4. Use the filters to limit what data displays in the report, if required.

5. Click Run Report.

You can now save any changes you’ve made to the report, if you want to view those changes after you’ve left the report page. You can also now print or email the report, or export it to Excel or PDF.

FAQs

What does the Expand/Collapse toggle do?

If summary options have been set up in the report, an Expand/Collapse toggle will display under the report filters.

Refer to Grouping and summarizing data for information on how the toggle works.

What data can I view in reports?

Refer to How permissions affect what report data is available to you for information on that subject.