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Reports

All quality data that appears in Results overviews can be exported using reports. Reports can be printed or exported to Excel for further processing, or included in custom report templates.

Reports contain all data under a particular filter, and include a subset of columns (fields in your analysis set).

Create new report

To create a new report:
  1. Go to the Results overview.
  2. Click Toolbar » Reporting » New report.
  3. In the Report properties panel, configure the filter, columns, sorting, statistics, and specification check options.
 
To create a new report, go to the Results overview and click Toolbar » Reporting » New report.
 
In the Report properties panel, configure the filter, columns, and any other settings that control the report's content and appearance.
 
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Reports can be saved or printed. From the print window, you can export all report data to Excel, or to Word/PDF using a custom report template.

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Stored reports appear in the Reporting dropdown in the Results overview.

 

Edit or delete a report

To edit or delete a report, open the saved report and click the edit or delete icon that appears in the toolbar.

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Custom report template

A report defines a subset of results by controlling both the rows (via a filter) and the columns (via selected fields).

Any report can be exported to Word or PDF using the custom report template feature. To set up and use a custom report template:

  1. Create a Word document (.docx) containing template variables where you want data to appear.
  2. Use ${resultTable} to insert the full results table into the document.
  3. Use ${resultTableRow.field_} (replacing field_ with the specific field name from your analysis set) to insert individual field values per row.
  4. Upload the template file in the Report properties panel under the custom report template setting.
  5. Open the report, click Print, then select Export to Word / PDF to apply the template and generate the output.
With the ${resultTable} and ${resultTableRow.field_} variables you have full control over the report's appearance.

Learn more about custom report templates.