How to create a Quick Report
The system can produce quick reports where you choose which fields you want to show in the report. To create a quick report, click the Reports icon and then select Manage under the Quick Reports section.
Click the ‘New Record’ button.
On the following page, you can mark the Report as Private, give a title to your report, select a layout option and use the Add button to add the fields you want in your report.
The Enable JSON Output in Portal? option when ticked will allow the quick report to be generated in a JSON format from your Portal Dashboard if added.
Please Read the following articles to find out how you can link Quick Reports and filtered Quick Reports to your Portal.
Adding Quick Reports to the Portal
Adding Quick Reports to the Portal with a Filter
The delimiter field allows you to choose a character to separate the data within your CSV report into the separate columns.
If you intend to download to CSV for use in excel, we recommend you do not use a delimiter. If a delimiter is required, then you must then set this within Excel for the report to format correctly.
You can do this by doing the following:
- Download the CSV Quick Report from Assure e.g. #
- Open Excel → go to the Data tab → Get Data → From File → From Text/CSV
- Select the appropriate delimiter from the dropdown menu e.g. #
If you download to CSV and have added a delimeter the CSV within excel will need to be configured to reflect this.
You can also include IQ Template information to your Quick Report:
Tick the Include Question Set Data checkbox
Select the Questionnaire Template version from the list dropdown.
Tick from the available checkboxes what information you wish to see relating to the Template.
After saving your quick report, you can then Edit, Detail, Copy, Delete, View it.
Below is an example of a quick report that the system can produce when 'View In Browser' selected.
The Quick Report can also be viewed in CSV by selecting the following option: