How to Create Aggregate Reports

Aggregate Reports allow you to pull reports in a Pivot Table format. Within the Report you can chose to Pivot by a few basic filters or by form responses. You can then select the Dimensions of the Report as well as the Columns you wish to show the Counts for.

In this Article...

• How to Create a New Aggregate Report
• Adding Data to the Aggregate Report
• How to Filter your Report 
• Extra Options 

• Create a New Aggregate Report
• Editing Your Reports Name and Description 

Create a New Aggregate Report

1. Click Analyze Results 
2. Click Report Builder 
3. Under the Reports title, click the Basic: CSV dropdown.
4. Click Aggregate and select the XLS report format.
5. Give your report a name and a description.
6. Select the datasource from the Source dropdown.
   NOTE: The only datasource available for this type of report is Submissions 
7. Click Save.

Editing Your Reports Name and Description

In an aggregate report, there are three data points used to configure your report: 

1. Pivot By
2. Dimension 
3. Columns

To Pivot By: 

1. Begin by clicking the Pivot By drop down
   NOTE: you are not required to Pivot, you may leave this as the default No Pivot (aggregates only)
2. Within the dropdown select an option from the Left List
3. Once an option from the Left list is selected more options will appear within the right list. 
4. Select the applicable Pivot you wish to add to your report.
5. Click Done 

To add Dimensions: 

1. Under Pivot By, you can select a Dimension from the drop down. 
2. Within the dropdown select an option from the Left List
3. Once an option from the Left list is selected more options will appear within the right list. 
4. Select the applicable Dimension you wish to add to your report.
5. Click Done 

To add Columns and Counts:

1. Under Dimension, you can select Columns you wish to add to your report as well as the counts you wish to show
2. Within the dropdown select an option from the Left List
   NOTE: This will include a list of Basic Fields, as well as forms applicable to the Submission Source.
3. Once an option from the Left list is selected more options will appear within the right list. 
4. Select all applicable columns you wish to add to your report.

Previewing your data

1. Once you have selected all of your Data, you will see a Preview 
2. Ensure your data points are correct and amend if necessary 

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Filters refine your report by only displaying results that match the criteria you've entered. They can be useful for only viewing information for specific submissions. For example, you can filter out submissions that have a status of Archived, Deleted, or Withdrawn. In addition, you can filter form responses to fully customize your data. 

1. Click the Please Select dropdown
   
2. Choose an option on the Left list
3. Once an option from the Left list is selected more options will appear within the right list. 
4. For each Filter you select there will be additional drop downs to complete. 
5. Optional: Click Add Rule to add another condition to your criteria

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Prepare your report by adding these Extra options.

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