School Administrator- Reports (Form Reporting)
Form Reporting runs reports based on forms filled out by users within the school. They can either be global forms or custom forms created by the school.
To locate this feature, click the Reports tab in the red toolbar and select Form Reporting from the reports listing.
Contents:
A. Running the Report:
Select the filters you want to use for the report you are curating.
Select A Form:
Source: Select where the form comes from.
- Global: Platinum Educational Group's provided forms.
- School Forms: Custom forms created by the school.
Form Type: (Optional) Select what kind of form you are looking for.
- All Types: Default option, all the below options combined.
- Clinical: A form that is added to clinical opportunities.
- Lab: A form that is added to labs.
- Skill: A form that populates when specific skill(s) are selected.
- Training: Forms added to preceptor training.
Form: Select the form on which you would like to run the report.
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Note: If you want to run a report on all the forms filled out by a student leave all all fields blank with the exception of selecting a student in the filters.
Filter Results:
Note: Filters in this section can be selected individually (while leaving the others blank) or used together.
Student: (Optional) Select a student to run the report on. If no selection is made, it will default to All Students.
Preceptor: (Optional) Select a preceptor to run the report on. This will default to All Preceptors if no selection is made.
- Note: For both Student and Preceptor, selecting a user will filter the results to forms filled out by the user, not about the user.
Start/End Date: (Optional) Add a date range for when the reports were filled out.
Include demo student accounts: Check this box if you would like to include forms filled out by instructor demo student accounts.
When you're satisfied with your selections, you can click to run the report at the bottom of the page.
- Run Report Summary: This option sorts the information by user.
- Run Report Detail: This option sorts the information by the options within the report.
B. Reviewing the Results:
The view of the results will vary depending on how you have chosen to run the report. Both options will have the buttons to Export or Print.
Export: This allows you to export the report to Excel. Using the tools within Excel, you may be able to further configure your report to suit your needs.
Print: This allows you to print the report or download it to a PDF.
Run Report Summary:
Click Results to view the filled-out form.
Run Report Detail:
Click the dropdown arrows to view information on that specific section of the form. You can also Export within the dropdown to export the specific section.