Creating a report

Reports give you a recurring summary of your project’s data — delivered automatically, so you don’t have to log in and export data by hand.

Set up a report

1. Open the Reports view from the main menu.
2. Select Setup new report.
3. Choose what the report should include and how often it should be generated.
4. Save the report.

Download a report

Open a report from the Reports view to work with the reports it has already produced:

• Reports archive lists every report generated so far. Select Download next to a report to save it.
• Generate report now produces a report for a time period you choose and downloads it when it’s done.

Both are available to everyone in the project, including viewers. Setting up a new report, or changing an existing one, requires the editor role.

Export data once

If you just need the data right now instead of a recurring report, use Export data in the Reports view to download your project’s measurements. See Exporting data to CSV for the full walkthrough.

Support

Questions about reports? Contact support@consibio.com.