There are three different report setting you can edit.
To enter the option setting, use the E icon next, or above, it.
Global Settings
Report name
The name of your report.
This Report is to be used for
This field displays the Client and the survey the report will be available for
Description
The description of the report, that is displayed on the main Reporterator page
Instructions
Category
The category in which you want the report to show.
Custom reports category aside, the rest of the categories are the ones visible on the Client Reports page!
Log View Restrictions
If the checkbox is checked, the system will enforce restrictions on users who do not have the Log Viewing permissions.
Survey View Restrictions
If the checkbox is checked, the system will enforce restrictions on users who do not have the Survey Viewing permissions.
Averages
Decide how many decimal places will be displayed in the report.
The Global Display Settings section allows you to add some colour to your report.
Make sure to check the checkbox next to the option and then either select a colour from the dropdown, or enter its hex code. For ease of use, you can use the E icon to display a table of colours and their hex codes!
Date Menu Options
The date section allows you to select a date type for the report.
There are three possible options for you to choose from:
- Standard - the default selection, which will create a report with usual date range controls.
- The manual options refers to
- Use Client settings
- Comparison - this option will create a report that compares data ranges.
- Trending - this option will create a report that shows results across multiple periods.
Both the Comparison and Trending options have subselections, allowing you to further customize the report.
The periods available to show the data for, or trend through, are Year, Quarter, and Month.
If your Client has Custom Date Ranges set up, those will also be available in the dropdown.
You can select an amount of periods to compare with, or trend through, as well, or simply leave the radio button at the second option, which allows you to select the number of periods manually.
The Include Summary Column option will display, or hide, the summary of all columns.
If you decide to Include YTD info, keep in mind that the YTD, in this case, is the Client Year Start date (as defined on the Client Admin page) through the date that the report is run, NOT through the end date of the report or the end date of a Custom Date Range Year.
The last option allows users to select the columns to compare, or trend through.
If this option is turned on, the manager will easily be able to select which data is displayed on the report before generating it.
Location Menu Options
This selection pop-up allows you to edit the locations, or waves, that will be displayed on the report.
This setting will not override the selection of the Location Info!
For an example, if the row is set to display Areas and Divisions, even if you check the Remove Areas checkbox in the Location Menu Options, Areas will still be displayed in the report.
| Location Info | Location Menu | Report |
|---|---|---|
 |  |  |