The Report Manager (RM) module is a general purpose reporting module that allows users to dynamically create reports based on fields created from a form. Within the Report Manager module, users can create an unlimited number of reports for published and archived forms. When creating reports, users can selectively designate any data entry fields to display on the report, searchable or participating in a statistical calculation. Even though users can create any report for a form, an instance of the Report Manager can only display a single report. To display other reports, simply create multiple instances of the Report Manager module and individually assign the report to that module for viewing.

Once a module is inserted onto a portal page the main reporting module screen is displayed. From here you can do the following:

• Click on Manage Reports to create or edit a report for a form template.
• Click on Report Manager Settings to assign a report to the current Report Manager instance for viewing.
• Perform a search for specific data (only available when a report is chosen and search fields are visible).
• Export report data to an Excel or CSV format file (only when export option is set).

NOTE: In order to access Report Manager Settings the user must have at least Edit access to the module. For instructions on how to grant users access to the module please click here.