Create Report
This section walks the user through the process of creating reports for both internal and external audiences. Internal reports provide unrestricted access to detailed data for internal analysis, planning, and decision-making, with no data suppression applied. External reports are designed for public distribution, making data accessible to the external public audience while ensuring that privacy and security are maintained through data suppression.
Once your Data view is created, the process of creating a report is uniform regardless of the method used to create the Data view, whether the Data view was configured through a database connection or a file upload.
To create a report, follow the process below:
Choose your starting point to initiate report creation
There are two ways to start the Report creation process. Expand on one of the options below to see detailed steps and a screenshot of the process.
Option 1: From the Data Views page
Navigate to the Data Views page.
Ensure the data view you want to use has a status of Available.
Expand on the Data View and select Create Report.
Step 1 of the Report creation wizard will display with the "What data view do you want to use?" field prepopulated with the selected data view.
Option 2: From the Reports page
Select the Reports button on the left-hand navigation to access the Reports page.
Select the Create button on the Reports page.
Step 1. Select a Report Template and Data View
Once in the Report Creation Wizard, fill out the following required fields in Step 1:
What data view do you want to use?:
Select an available data view from the list you want to create a report with (if not prepopulated).
Select report template:
Select an available report template from the list.
Ensure the report template you select supports the selected data view.
Who is the audience for the report?:
Select "Internal use only" for internal reports.
Select "External public view" for reports intended for public access.
Once all the required fields are filled out, select Next: Preview to proceed to Step 2.
Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.
Step 2. Name and Preview Report
On Step 2, you will name and describe your report. The fields displayed depend on whether the report is for an Internal or External audience. Expand on one of the options below to see more details about the required fields for each type of report and a screenshot of the process.
Internal Report
Fill out the following fields:
Title:
Provide a unique name for the report. The field is prepopulated to help get you started, but it can be modified as needed.
Description:
Provide a detailed description of the report. The field is prepopulated to help get you started, but it can be modified as needed.
External Report
Fill out the following fields:
Title:
Provide a unique name for the report. The field is prepopulated to help get you started, but it can be modified as needed.
Description:
Provide a detailed description of the report. The field is prepopulated to help get you started, but it can be modified as needed.
Public Report Identifier:
Provide a unique identifier to use for the report’s public URL. The field is already prepopulated with a unique identifier, but it can be modified as needed.
Once the required fields are filled out, select Generate Preview to generate a live preview of the report.
Note: it is required to generate a preview of the report before proceeding to the next step.
After selecting Generate Preview, a modal window will display a live preview of the report. Be sure to scroll down to see the entire report preview. Expand the sections below for screenshot examples of an Internal Report Preview, an External Report Preview and a Failed Report Preview.
Internal Report Preview
Below is an example of a live preview for a report with an internal audience.
External Report Preview
Below is an example of a live preview for a report with an external audience, featuring a Suppress Data checkbox to hide specific data if needed.
Failed Report Preview
If the preview fails to generate, the error message below will display: "The data view provided is either unsupported or contains errors. Please check your data view for errors and try again."
Refer to the Troubleshooting section of this guide to resolve the issue.
Select the Close Preview button to close the live report preview. Once the report preview is closed select Next: Save to proceed to Step 3.
Select "Back" if you need to revise any previous steps.
Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.
Step 3. Review Summary
On Step 3, review the summary details of your Report which include the following:
Report name
Report description
Report template
Data view
The data view used to create the report with.
Distribution
Indicates the audience of the report.
Meta tags
Meta tags act as identifiers, tagging the report with relevant categories.
Once you are finished reviewing the summary, select Save And View Draft to save the report.
Select "Back" if you need to revise any previous steps.
Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.
View draft report
Once the report is saved, you will be redirected to a page where the draft report is displayed. On this page you can explore various report features, including:
Suppress data (external reports only)
Edit the report
Publish the report (external reports only)
Filter the report
Quick summary section
Toggle the “Explain” feature on or off for a plain language summary of the data.
Toggle the “Glossary” feature on or off to view plain language term definitions.
View the tabular data associated with the report by selecting the "Data" icon
For more detailed information about the report features, refer to the Report Filtering and Features Overview section of this guide.
Return to the Reports page
Select the Reports breadcrumb link at the top of the page, shown in the image below, or select the Reports button on the left navigation menu to return to the Reports page.
View Reports page
Once you return to the Reports page, you will find the newly created report displayed in the list with a status of "Draft".
For more information on the report statuses, refer to the Report Status and Meaning section.
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