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Before Getting Started

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Basic Report Creation

1. From the Applications menu on the left-hand side, select Data Exports, Reports and Stats.
   

   

2. Select Click the Create New Report button.

   

3. Give the report a title in the Name of Report field. You may include a report Description using the rich text editor field. The rich text editor allows you to style the description using a variety of text-formatting options. These options include specifying text colour, specifying background colour, creating tables, adding text of varying sizes, adding bullet lists, and much more.

   

4. Determine the access level for users of the project. Access level for both rights can be separately defined editing and viewing the report can be outlined. of resports.

5. Select Custom user access if only members of certain role types or groups should be provided access to view/edit the report. Please note that only users who have ‘Data 'Data Monitor’ or ‘Designer’ roles can add/edit reports.
   

   

6. Select Click Quick Add to open a dialogue for selecting which fields of the project are to be included in the report.

   

7. Utilize the Select All /Deselect All toggles to easily add entire instrument variables. You may also use the checkboxes to add individual variables to the report. Be sure to check that the total fields selected is correct before selecting

8. Review your choices and click Close to confirm choices.

   

9. Confirm the variables required for the report are correct and use the slider icon(1)to move the positions of any fields. If a field is to be removed, either follow the procedure outlined in Step 6 to deselect the checkbox or select the “X” icon to delete the field (2). To remove line breaks from text values, and combine checkbox options into a single column, select the checkboxes under Additional report options (3).

   

10. Apply any filters on variables or sorting in Step 3 and Step 4 of the Report Builder. To learn more about filters, smart filters and sorting, please visit our REDCap Reports - Filtering and Logic article.

    

11. Click Save Report. A window will open notifying you that the report has been saved, and will ask if you want to View report, Return to My Reports and Exports, or Continue editing report.

    

12. If Click View report is selected, you will to see a graphical view of the data within your REDCap browser. If you are interested in learning about exporting data and reports, please visit our How to Export REDCap Reports and Study Data article.

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13. To quickly find a report, navigate to the Report menu on the left-hand side. Click the Search tool to search the report by name.
    

    

14. To create Report folders, select click Organize. A Report Folders window will open. Create Add a report Folder in Step 1, then assign reports to the specified folder in Step 2. Click Close when complete.