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CreatingCustomizedReportsinREDCap–How-toGuide3/22/2017
CreatingaCustomizedReportinREDCap
Video:HowtouseDataExports,Reports,andStatshttps://redcap.vanderbilt.edu/consortium/videoplayer.php?video=exports_reports01.mp4&title=How%20to%20use%20Data%20Exports,%20Reports,%20and%20Stats&referer=redcap.ctsi.ufl.eduYoumaycreateanewreportbyselectingthefields/variablesthatyouwanttoincludeinthereport.Youmayaddasmanyfieldstoyourreportasyouwish,andyoucanchoosewhichusersmayviewthisreport.Youwillalsoneedtoprovideanameforyourreport,whichwillthenbedisplayedontheproject'sleft-handmenuforanyonetowhomyouhavegivenaccess.Youcanfiltertheresultsreturnedinthereportinavarietyofways,includingusingcomplexAND/ORlogic.Whenyouarefinished,clicktheSaveReportbuttonatthebottom.Thenewreportwillthenbeaddedtoyourlistofreports,afterwhichyoumayimmediatelybeginviewingthemorexportingthem.
Step1:Select‘Allusers”or“Customuseraccess”todeterminewhichuserswillhaveaccesstoviewthisreport.
CreatingCustomizedReportsinREDCap–How-toGuide3/22/2017
Step2:Pickthefieldsyouwanttobedisplayedinthereport.
Step3(Optional):Usefilterstoonlyseecertainsubjects’dataordataatonlyoneevent(iflongitudinal).Forexample,ifyouonlywanttoseeFemalesubjectswithacompletedDemographicsform(seebelow).
Ifyouonlywanttoseedatafromoneevent,highlighttheevent(s)youwanttosee:
CreatingCustomizedReportsinREDCap–How-toGuide3/22/2017
Livefilters(optional)allowyoutodynamicallyfilterdatainrealtimeintheactualreport. Step4(optional):Ordertheresults.
ClickonSaveReportwhenyouarefinished.Youshouldreceivethepopupbelow:
ClickonViewReporttoseeyourresults.
CreatingCustomizedReportsinREDCap–How-toGuide3/22/2017
Oncethereporthasbeencreatedandsaved,youcaneasilyaccessitbyclickingonthereport’snameunderReports.
Additionally,youcangobacktotheDataExports,Report,andStatspageandclickonthereport’snamethere.
Note:Ifyourprojectislongitudinal,knowingwhicheventoreventsthedatainyourreportcomesfromwillbeveryhelpful,especially for filtering. Forexample, ifallof thedata in thereportcomesfromtheeventcalledBaseline,itwouldbegoodtoselecttheeventBaselineinStep3:
CreatingCustomizedReportsinREDCap–How-toGuide3/22/2017
ExampleoftheCreateNewReportpage: