Report Builder Archives - Reportal https://www.reportal-app.com/support/category/report-builder/ An Easy To Use Mobile Forms Solution For Data Collection Tue, 03 Dec 2019 18:27:15 +0000 en-GB hourly 1 How Do I Preview My Report? https://www.reportal-app.com/support/how-do-i-preview-my-report/ Wed, 23 Oct 2019 20:58:00 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=560 If you would like to preview the report before it’s submitted by your staff you can do with ease. Simply open the report you wish to preview and click the preview button in the top right corner next to the save button. Once clicked a popup will appear displaying a preview of the report.

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]]> How Do I Change Who The Report Is Sent To? https://www.reportal-app.com/support/how-do-i-change-who-the-report-is-sent-to/ Wed, 23 Oct 2019 20:57:09 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=558 All forms submitted by the Reportal app will be stored within the Reportal Admin system, therefore. Any member of staff with Admin Access will be able to view forms submitted by other members of staff. If you are curious how to assign a team to a report, please read How Do I Assign a Form To a Team?

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]]> Do I Have To Assign a Report To My Forms? https://www.reportal-app.com/support/do-i-have-to-assign-a-report-to-my-forms/ Wed, 23 Oct 2019 20:55:50 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=556 Adding a report to a form is optional but recommended if you wish to style and structure the content captured and submitted by the app. If no report is attached to a form, the data captured will be displayed within a simple list format. In some instances this is ideal as the list is very tidy and easy to read. However, if the final result needs to include images, logos and headers, then this structure […]

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]]> How Many Reports Can I Create? https://www.reportal-app.com/support/how-many-reports-can-i-create/ Wed, 23 Oct 2019 20:52:21 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=554 You can create one report for every form, if you aren’t happy with the existing report, you can delete it and add another one to the form.

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]]> What Settings Are Available For Each Input Type In a Report? https://www.reportal-app.com/support/what-settings-are-available-for-each-input-type-in-a-report/ Wed, 23 Oct 2019 20:45:30 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=552 Any field that has been added to the form excluding video, audio and sub-reports can be displayed within the report. For more information about the available options within the form please read /support/what-input-fields-can-i-use-in-my-form/ and for more information on the other fields available to display in the report, please read /support/how-do-i-add-photos-input-fields-and-location-data-to-my-report/ What Settings Are Available For Each Input Type In a Report? We provide a number of options for each input type to ensure that the […]

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]]> Can I Choose To Only Show a Report Item If Certain Conditions Are Met? https://www.reportal-app.com/support/can-i-choose-to-only-show-a-report-item-if-certain-conditions-are-met/ Wed, 23 Oct 2019 20:44:13 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=550 When creating a report you will first be given the option to create either a container or table layout. Once created you will be able to add content to the chosen layout, this includes labels and titles along with images and other values submitted via the form. If you would like to hide a layout or row within, you can do so by clicking the wrench icon located in the top right corner of the […]

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]]> If I Delete a Form Item, Will It Affect My Reports? https://www.reportal-app.com/support/if-i-delete-a-form-item-will-it-affect-my-reports/ Wed, 23 Oct 2019 20:42:58 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=548 If you delete a form item and don’t update the report, you will find that the structure will remain intact but the value of the field won’t be displayed in the report. However, if the deleted field was used to control the visibility of a section or layout within the report, this will no longer work correctly. Whenever a field is deleted from a form, we ask that you check the report for any deleted […]

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]]> What If I Accidentally Delete a Report, or a Report Item? https://www.reportal-app.com/support/what-if-i-accidentally-delete-a-report-or-a-report-item/ Wed, 23 Oct 2019 20:41:41 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=546 If a report item is deleted then its contents will be lost. However, if you have not yet saved your current changes, you will be able to reload the current report and revert to its previous version. If a report is deleted by accident, then sadly the data will be lost. However, if an admin does click the delete report button, they will need to accept the confirmation popup before deletion takes place. The confirmation […]

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]]> If I Remove a Report, Will Previously Submitted Data Be Lost? https://www.reportal-app.com/support/if-i-remove-a-report-is-the-previously-submitted-data-still-stored/ Wed, 23 Oct 2019 20:38:33 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=544 No, all reports submitted from the app will be stored within the inbox until they are deleted manually by an authorised admin. We will not delete any messages as we understand that they retain historic value. However, If a report is deleted, then the report structure will be lost.

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]]> How Do I Add, Edit and Remove a Report Item? https://www.reportal-app.com/support/how-do-i-add-edit-and-remove-a-report-item/ Wed, 23 Oct 2019 20:35:54 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=542 Adding data to a report is very simple. First you’ll need to define the layout type you wish to use; this can either be a standard container or a table. Once added you’ll then need to add a row to the container. Once in place you will see a plus button within the row. Upon clicking this, a popup will appear with a couple of options. Once an option has been selected it will be […]

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