After you have built your workflow and you have collected responses to your forms and tasks, you can then analyze the results you collected by creating Reports in the site. This article will provide an overview of the reporting section of the site.
In this Article...
To access the Reporting area of your site:
- Click on the Reports icon in the top right corner of the Administrator portal
To create a new report:
- Go to Reports
- Click Create Report
Upon creating a new report you will be provided with a blank canvas. You can then begin adding data points to your canvas based on the information you want to pull and how you want it to be displayed.
For more information on selecting data points for your reports, refer to our article How to Add Data to your Report.
Reports is broken up into three sections:
The Data Tree is a list of all of your data within the site, you can search and expand each branch to view more in depth information.
The canvas is where your data will be displayed. You can add multiple widgets to your reports to pull different types of data within the same report.
Within each report you can add Text and Shapes to change the presentation of the Widgets and the report. You can also click the Chart icon to add a chart to your Canvas.