Creating Reportal Reports

Report Wizard

The Report Wizard enables you to quickly and easily create reports based on the current survey, or add elements to an existing report, using a previously created report template. The report templates are created in Forsta Reportal - refer to the Reportal documentation for further information.

Creating a Report Using a Wizard Script

To create a report in Authoring, using a report wizard:

1. In the Reportal Reports page, click the New Report button located in the upper-right corner.

The Create report... overlay opens - .



Figure 1 - The Create report using wizard overlay

2. Type a name for your new report into the Report Name field.
3. Open the drop-down list of available wizards and select the wizard you wish to use for this report.
4. Select a template if required.

Note: As report wizard scripts may directly reference a specific template, the selection of a template here is optional. If you select a template here, the selection will override any template settings within the report wizard script. If you do not select a template here, and the selected wizard's script also does not specify a template, then when you click Create Report a warning message will be displayed.

5. Select an end user list if required.
6. Click Create report.

A task is run and the report is created and added to the Reportal Reports list. Once the report is created, you can preview it by clicking the button that appears on the overlay. In the event the report is not as you expected, you can delete the newly created report from the preview screen.

7. On completion, close the overlay to return to the Reportal Reports list.

Using a Wizard Script in an Existing Report

Wizard Scripts can be used to add elements to an existing report.

1. In Authoring, go to the Reporting > Reportal Reports menu command.
2. A list of the reports associated with the current survey is displayed.
3. Click on the appropriate blue Report Name link to open Reportal and open the selected report.
4. In Reportal, go to the Report toolbox, right-click on the report icon and select Insert from Wizard (Inside) - , or right-click on a page in the report and select Insert from Wizard (After).



Figure 2 - Inserting an object into an existing report using a Wizard Script

The Update Report with Wizard Script page opens, with a list of all the wizard scripts that are available to you.

5. Find and select the wizard script you wish to use, then click Finish.

A task runs, and the appropriate objects are added to the report.

Note: The Preview button towards the right end of each row in the list opens an overlay showing the script contained in the wizard.

Note: Wizard scripts can be used to add new pages to existing reports, and can add any objects required on those new pages. However wizard scripts cannot add objects to existing pages.