Reports Overview

Learn how to create and export fully customisable reports for your projects.

What are Reports?

The Report Designer allows you to create detailed PDF reports using sessions and ultradrop resources which can be printed or saved in a digital format. Reports can be created within minutes with our easy to use drag-and-drop tools.

Getting Started

The following links provide a guide on how to create and use reports for your projects.


Creating a New Report

To start creating a new report, select create report from the reports menu.

Cu reports 6 create menu

Preparing a new report

This screen is where you can set the name of the new report and select the projects and ultradrop resources that will be used in the report. The report can also be assigned to groups to allow sub users to access the report. When you have finished preparing the new report, click the new report button to save the new report.

Cu reports 1 create

Data Sources

This section allows you to select the projects and ultradrop resources that will be used in the report. The selected data sources will be available within the Report Designer , allowing you to add points to the report layout or use an ultradrop resource to filter down the sessions that will be displayed in the report. Data sources can be added or removed at any time unless a data source is used in a Join Table using the Query Builder .

Groups

This section allows you to assign the report to groups which will allow sub users to access the report if they belong to any of the assigned groups.

Starting the Design Wizard

When the report has been saved you will be taken to the new report's details page. This page provides an overview of the report's settings and associated projects, ultradrops and groups. You can start designing the new report's layout by clicking the Start Report Designer Wizard button.

Cu reports 2 start wizard

For more details on how to use the Report Design Wizard, see the Report Wizard documentation or to start learning the basics of the Report Designer, see the links below:


Previewing a Report

You can preview a report from the report list page by opening the report actions menu and selecting the Open in New Tab action or alternatively the previewer can be opened from any of the other report pages by selecting the Open in New Tab button at the top of the page. This will open the report in Preview Mode so that you can see how session data will appear in the report.

To learn how to navigate the Report Previewer you can read more:


Editing a Report

You can start editing a report from the report list page by opening the report actions menu and selecting the edit action or alternatively the edit page can be opened from any of the other report pages by selecting the edit tab at the top of the page.

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Editing a Report's Settings

The edit page allows you to change the name of the report, add or remove data sources and allocate the report to groups.

Renaming a Report

The name field allows you to change the name of the report. Please note that the name must be unique for each report.

Adding or Removing Data Sources

This section allows you to add or remove the projects and ultradrop resources that will be available in the Report Designer . These data sources can be added or removed at any time unless a data source is used in a Join Table using the Query Builder . To remove a data source that is being used in a join table you will need to remove the join table from the report designer first.

Cu reports 4 data sources

Adding or Removing Groups

This section allows you to change the groups that this report is assigned to, allowing you to change which sub users have access to the report. Any sub users that belong to the same groups as the report will be granted access to the report.


Duplicating a Report

A report can be duplicated by opening the the report and selecting the Duplicate button from the top of the page. You will need to specify a new, unique name for the report that will be created.

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Exporting a Report

A report can be exported from a project's sessions list page which can be accessed from the project list page by opening the project's actions menu and selecting view sessions . Select the sessions that you wish to export by clicking on the checkboxes for each session that you wish to include in the report. When the sessions have been selected, open the Reports menu and select the report that you wish to export to. When the report has finished being exported, you can download the report and open it any modern pdf viewer such as Adobe Acrobat Reader .

Cu reports 5 export