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.
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.
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 .
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.
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:
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
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:
The edit page allows you to change the name of the report, add or remove data sources and allocate the report to groups.
The name field allows you to change the
of the report. Please note that the name must be unique for each report.
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.
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.
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
. 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
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