- To generate a report, you need to navigate to the Reports section on the portal, and select the ‘Grants/Forms/Callouts’ button first -
Next, select the relevant form from the list -
You will need to click on the 'Reports Builder' tab -
- You are now in the report builder section. Select 'New Report' -> select 'Summary' -> select 'Next' -
You will be asked to rename the new report. You can leave it as the suggested name if you wish.
- You will then need to select 'Column Builder', and then select ‘Manage Columns’ -
N.B. If the form has multiple phases, you will need to select the relevant phase first before configuring the report. To do this, scroll down a little to find the 'Form Properties' option, and select the relevant phase from the dropdown box -
- You will see the 'Application Properties', 'Application Questions' and ‘Office Use’ (if applicable) tabs -
This step is similar to the old reports feature, and you can now select the relevant properties and/or questions for the report configuration.
When you select the relevant data, the selected options will appear on the right side of the screen -
N.B. If you need to select all the cells in a table question, you no longer have to select the cells individually. Instead, you can click ‘Add all’, and all the table cells in that question type will be selected -
You can also re-order the data on the report before generating it. To do so, click and hold the six-square icon beside the selected properties/questions, and move it up/down with your mouse -
- Once all the relevant data has been selected, you will need to select 1. ‘Save Columns’, then 2. ‘Run Report’
The report will appear ready on-screen, and if you click on it, it will expand. You can also press the download button on the right to download it directly to your device -
- To view previous reports, click the return button that brings you back to the ‘Reports Builder’ section. Here you can see all of the reports you have generated -
If you wish to create a different type of report for the form you have selected - e.g. reports on scores, payments, applications, etc - select the relevant tab and click on ‘New Report’ -