Navigating the Report Generator

Use the Report Generator to do the following:

Creating a Report as a Spreadsheet or a Chart

Before creating a report, review the overview in Report Generator.

then do the following:

Set up Hierarchy and a Date Range for the report.
Select a program.
In the upper right corner of the web page, select a survey source or select All. .
In Report Generator, select a View.
Depending on the View you selected, select a Report Filter option from either Group By, or Disposition. For example, select CRS. The selection turns blue with a checkmark by it, and a dropdown list appears.
Select any of the checkboxes in the dropdown list.
All Report Filters include a dropdown list except for Date, or the CMP, or API checkboxes.
Do either of the following:
- To select an entire Selection Group, grab the and drag the group onto the canvas.
- To select individual Attributes, open the appropriate Selection Group and drag it onto the Canvas by doing either of the following:
- - Place your mouse on the white arrow and drag the Attribute onto the canvas.
  - Place your mouse anywhere on the attribute label and drag onto the canvas.
    A checkmark appears by each of the Attributes you selected.
    To remove unwanted Attributes see the next section, Removing Attributes from the Canvas.
Click , and then in the Report Preview window, click Print.
Only the first 10 rows are shown in the preview.
To save the report, enter a name at untitled template and then click the Save icon.
To download the report as an Excel file, click the icon.
To view the report as a chart, click .
The Create Chart window opens.
Click the tab for Pie, Line/Column, or Bar.
In the tab you selected, select the variables you want for the chart, and then click Create Chart.
The chart is displayed.
Do any of the following:
- To return to the Create Chart window and make changes, click .
- In the Enter Report Name field, enter a report name and click
  To view your saved chart report, go to Menu > Data Management > Report Generator - My report.
- Click .
- To include the report image in an email, click .
  Enter the email address, subject, and message, and then click .
- To return to the canvas, click .

Removing Attributes from the Canvas

To remove Attributes from the canvas during report creation:

To remove individual Attributes, do either of the following:
- Hover over an Attribute, then click the X that appears .
- Drag the Attribute into the icon at the bottom of the page.
To remove all Attributes from the canvas, click the icon.
The image changes to
Click the red checkmark.
All Attributes are removed from the canvas.

Updating Saved Reports

You can update a report you have previously saved as:

To update a report that you saved as a template:

Click the down arrow near the Save icon , then select the report from the dropdown list.
To modify the report, do any of the following:
- Add or remove attributes in the report.
- Depending on the report's View, change the selection at Grouped by or at Disposition.
Click the Save icon.
To clear the canvas and create a new report, do either of the following:
- Select a different view, program or date range.
- Follow the instructions for removing attributes from the canvas.

To update a report you saved as a chart:

Go to Menu > Extract Tools > My Report.
A list of your saved chart reports is shown.
Open the report you want to view and change the date range.
Changing the date range is the only change available in a saved chart report.