How to create custom reports using the report builder

This article explains how to create custom reports using the report builder. It will allow you to obtain a detailed insight into test/survey statistics or compare items by creating completely customized reports.

Accessing report builder directly from a test

1. To select a report builder from a test, go to “Tests/Manage” tests.
2. To display a report builder for a specific test, select the test name from the “Name” column. There is also a search field to help you find your test faster.
3. Once the test information is displayed, select the “Report Builder” tab.
4. Create a new custom report by selecting options from the list and select the “Display report” button. You can save a specific report builder as a template and load the report builder 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, and also gives you better visibility of the report.

Accessing report builder directly from quick actions

1. To access a report builder from quick action options, go to “Reporting/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 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.

See steps 4 and 5 in 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