Using the Insights Module
The Reports function allows you to access a wide variety of pre-installed reports in the Reports Module. Although the Reports module will come with these ready-made reports, this module allows you to create customized reports based on the information you would like to see through the ad-hoc reporting tool.
When you access the Reports component, you are provided with a list of reports available for all modules. However, if you are looking for reports for a specific module, you may select your preferred module to view the available reports.
Select a Report
If you would like to select a ready-made report, perform the following:
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Select your specific report from the Reports Overview Screen. Your selected report opens.
Export Your Report
The Reports Module provides the ability to export your report in a variety of types. While this is optional, if you would like to export your report, perform the following:
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After you have selected your report from the Reports Overview Screen, select the Export icon. A list of export options appears in the drop-down menu.
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Select your preferred export type.
The preferred export types are explained in the table below.
| Option | Format Name | Usage |
|
|
Adobe Acrobat |
To prevent horizontal truncation of a report when exported, set the Actual Size option in the Report Editor. |
|
XLS |
Excel (Paginated) |
Not recommended for exporting most tables or crosstabs. Repeats headers and footers on each page. |
|
XLS |
Excel |
Ignores page size and produces spreadsheet-like output. |
|
CSV |
Comma Separated Values |
Characters outside the Latin 1 character set can cause the Excel spreadsheet to look unacceptable. Try using the file and importing it using Excel’s Import functionality. |
|
DOCX |
Word |
Do not export reports having more than 63 columns. In Microsoft Word, you cannot create tables having more than 63 columns. |
|
RTF |
Rich Text Format |
Creates a large output file, yet takes a little longer to output (e.g. a PDF output). |
|
ODT |
OpenDocument Text |
For best results, minimize the number of rows and columns and make sure they don’t overlap. |
|
ODS |
OpenDocument Spreadsheet |
Same as ODT. |
|
XLSX (Paginated) |
Microsoft Open XML Format Spreadsheet |
Ignores page size and produces a spreadsheet output. |
|
XLSX |
Microsoft Excel |
Produces a Microsoft Excel spreadsheet. |
|
PPTX |
Microsoft PowerPoint |
Allows you to export as a Microsoft PowerPoint slide. |
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Save the report in the export file format (e.g. PDF), or open the report in the application.