How to Create Basic REDCap Reports

Owned by Sara Latour (Unlicensed)
Last updated: Aug 28, 2024 by Emily Martens
3 min read

Before Getting Started

  • In order to prepare a report on REDCap you will need Report Creation and/or Data Export access

  • Contact your Study or Program Manager to request these access roles if you require this feature

To learn how to use advanced reporting capabilities, please visit our REDCap Reports - Filtering and Logic article.

Instructions

Basic Report Creation

  1. Navigate to your project in REDCap

  2. In the Applications menu on the left-hand side, click Data Exports, Reports and Stats.

  3. Click the Create New Report button.

     

  4. Enter a title into the Name of Report field.

  5. [Optional] Enter a Description using the rich text editor field.

  6. Determine the access level for users of the project. Access rights can be separately defined for editing and viewing of reports.

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

     

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

     

  9. 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.

  10. Review your choices and click Close to confirm.

     

  11. Confirm the variables required for the report are correct:

    1. to reorder fields, use the slider icon (1) to change the field position

    2. to remove a field, deselect the checkbox or select the “X” icon to delete the field (2)

    3. to remove line breaks from text values or combine checkbox options into a single column, update Additional report options (3).

       

  12. 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.

  13. Click Save Report.

  14. A window will open notifying you that the report has been saved, you will be prompted to View report, Return to My Reports and Exports, or Continue editing report.

     

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

     

  16. To quickly find a report, navigate to the Report menu on the left-hand side.

  17. Click the Search tool to search the report by name.

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