Creating a Tabular Report Profile

  • Updated

EBMS-Nimblex-Banner.png

Admins-Banner-shorter.png

You can have as many Tabular Report Profiles for an eForm as you require. Each eForm will have two default profiles, Summary or All Columns, and you cannot change the settings for the default profiles.

Creating a New Tabular Report Profile

  1. To create a new Tabular Report Profile, navigate to the EForms tab using the button at the top of the page.



  2. Then click Tools next to the name of the eForm that you wish to create the Tabular Report Profile for.



  3. This will bring you to the tabular report for that particular eForm.



  4. To create a new profile, click Save As to save a copy of the currently selected profile for you to use.



  5. Set a name for the new profile and click on Save. You will then have a new Tabular Report Profile to customise and use.

Changing or Customising a Tabular Report Profile

  1. Select a Profile [1] that you wish to change or customise in the top right corner.

  2. Click the icon in the top left corner [2] to open the side panel to view Profile Properties.



  3. Within the Common section of the sidebar, which is all about viewing data columns, click Edit [3].



  4. You will see a screen with all your data columns displayed. You can now eliminate the columns you do not wish to see by clicking on the X [1]. Or, you can click Remove All to clear all the columns [2] and then start building your data columns:
    1. Click on the Add Local button [3] to add a new column (on the current eForm) and then select from the Name [4] dropdown box to select your column.

    2. You can also give the column your own title by typing it in the Alias field [5].

    3. Select the Aggregated Rule [6] if you wish to calculate data within the column:

      • Average - gives the average value of all the columns

      • Count - the number of occurrences of a particular field
      • CountDistinct - the number of unique values in that column
      • Max - the highest available number in the set of records
      • Min - the lowest available number in the set of records
      • Sum - the sum of all the records
    4. Set the Width of the columns [7]. You can adjust the width in the final view of your report.

  5. Once completed, press Ok on the bottom right-hand side of the screen.



  6. Click Save [1] to ensure your new report profile is saved for future use. You can also export it to PDF or Excel if needed [2].