How to create custom reports using Report Builder

This article explains how to create custom reports using Report Builder.

It allows creating flexible and unique reports using advanced search filters to obtain detailed insight into test/survey statistics and compare items by creating customized reports.

Accessing Report Builder directly from a test

1. To open a Report Builder for a specific test, hover over the “Tests” in the main menu and select “Manage tests“.
2. To display a Report Builder for a specific test, click on the name of the test. You may also use a search box to help you find the test faster.
3. Once the test is opened, navigate to the “Report Builder” tab.
4. Create a new custom report by selecting options from the list and then click the “Display report” button. You can save a specific report builder as a template and load the report configuration from one of the saved templates.
5. Each selected option will be featured as a column in the report table when you display the report.
   • You can always go back to the Report Builder and change the option filters that you want to display.
   • There is an option to export the report as an Excel file by clicking on the “Export as Excel” icon.
   • Exporting a report as Excel is a great option that helps you save reports to your computers, and also gives you a better overview of data.

Accessing Report Builder directly from the main menu

1. To access a Report Builder from the application main menu, hover over the “Reporting” and select “Report builder“.
2. To display a Report Builder for a specific test, select the test name from the “Name” column.
   • To find the test you need faster, you can search for it using the ID and name of a specific test.
   • The “Displayed Columns” option allows you to show the following options for all tests:
     • ID
     • Name
     • Date of creation
     • Status
     • Creation type
     • Report displayed
     • Report content
     • Page format
     • Question randomization
     • Answer randomization
     • Network access
     • Pass mark
     • Pausing allowed
     • Retaking enabled
     • Browser lockdown
     • Answer feedback

• • You can also export the list of all tests as an Excel file by clicking the “Export as Excel” icon.

Follow the instructions for steps 4 and 5 from the second section (Accessing Report Builder directly from a test).

For video instructions on how to use report builder, please see this video.

For more useful material, please see:

• How to adjust the report builder format and header names
• How to schedule the sending of reports
• How to access and use predefined reports