Custom reports

A Custom Report (a “Term Report”) is a document you build yourself from the data in a saved report. You reach Custom Reports from the Custom Reports button on a Project Form Report.

A report is made of sections, and each section holds items. An item appears in the finished report as one of three things:

• a block of text,
• a single metric value, or
• a monitoring-question chart drawn from the report’s answers.

Configuring the report

The Report Configuration page is where you assemble the document. For each section there is a table of its items with these columns:

• Name
• Type
• Order

The Order decides where each item sits within its section.

Adding items and sections

• The Add Item menu adds an item to a section. It offers a Metric Report Item, a Monitoring Question Report Item, and a Text Report Item.
• The Add Section menu adds another section to the report.

A metric item asks you to pick the metric to show. A monitoring-question item asks you to pick the question and the chart type. A text item simply holds the words you type.

Note

You can remove a section only once it has no items, and you can remove the whole report only once it has no sections.

Viewing and printing

Page headers carry buttons that move you between building and reading the report. They are spread across the pages rather than gathered in one place:

• Configure Report: the configuration page described above. This button sits on the View Report page header.
• View Report: the assembled report on screen. This button sits on the Configure Report page header.
• Printable Format: a clean, print-ready layout of the same report. This button also sits on the View Report page header.

When viewed, each item renders according to its type: text appears as written, a metric shows its value as a large number, and a monitoring question is drawn as a chart (with free-text questions shown as a table instead).

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