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Once your data set has been saved from charting and your IR template created. Building your report and telling your unique data story begins!
IMPORTANT: Generating an Intelligent Report ALWAYS starts with a template and a dataset. So, you will need to build a template and save a dataset from charting before you can generate a report.
Reference the following articles for more information on these important steps:
- Saving a Dataset from Charting
- How to Create an Intelligent Report Template
Setup
1) Bring your cursor to the Intelligent Reports menu item on the main navigation bar, and select Report Generator from the dropdown menu.
2) On the following page, select items from the corresponding dropdowns:
- Company - Select the company whose assessment and data you are working with
- Assessment - The assessment you wish to report on.
- Template - The template you wish to use for the report. Note, once open in the report generator, you can add or subtract the widgets the template provides.
- Dataset - The dataset you will be reporting on and have previously saved from the Charting module.
- Report Name - A title for your report.
- Click Create Report
Once the report has been created use the following features to build your data story. Click on the image below for a larger view.
3) Add more widgets with the plus sign.
4) Change the order of the widgets.
5) Preview the report.
6) Save the report.
7) Access the widget control panels by clicking on the icon. Delete the widget by clicking on the X.
8) Once you click on the widget control panel icon it appears on the right for you to populate the correct data. To learn more about each widget, you can begin with this article.
