Grid Reports
Grid Reports are flexible, versatile tools for displaying response data. Grid Reports are the most frequently used reporting solution in the InMoment platform. |
Grid Report Types
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Detail Reports Display one response per row and allow you to drill into the Survey Detail Window
Examples: Comments, Raw Data, etc.
Show Line Item Details = Never
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Summary Report Display calculated results from multiple responses per row
Examples: Crosstab, Counts, Comparisons
Show Line Item Details = Always
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Summary with Details (Combo) Runs as a Detail at the Location Level and as a Summary above
Examples: Summary, Rescue Summary, Alert Summary
Show Line Item Details = Locations Only
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Grid Report Build Screen Sections
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Report Title Give the report a name and description
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Report Columns Used to format and display a reportable dataset after runtime
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Report Criteria Report filters applied before runtime and used to query a reportable dataset
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Report Options Configure reporting options including:
- Show Line Item Details
- Web Access Rights
- Folder
- Default Runtime Format
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Criteria Section
Report Filters used to query a dataset. |
Criteria Requirements
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1. Date Component The system requires every grid report to have a date component in the criteria.
Example: Date of Survey
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2. Hierarchy Component The system requires every grid report to have a hierarchy component in the criteria.
Example: Dynamic Hierarchy
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Criteria Inclusion Types
Required |
Visible, adjustable, and not dismissable. Applied at runtime. |
Hidden |
Not visible nor adjustable, but applied at runtime |
Included |
Visible, adjustable, and dismissable. Applied at runtime unless dismissed. |
Available |
Available to be added (found within the Add Criterion drawer). Not applied at runtime, unless added. |
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Content Section
The main contents of a report that display after a report has been run. |
Key Types of Columns
Standard |
Org Fields |
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System Fields |
Calculated |
Column A + Column B |
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Column A - Column B |
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Column A * Column B |
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Column A / Column B |
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Column A / Column B |
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(Column B - Column A) / Col. B |
Static |
Date |
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Whole Number |
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Decimal Number |
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Text |
Key Features - Summary Columns
Grouping |
Dynamic Hierarchy Level(s) |
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Static Hierarchy Level |
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Answer Selection (Segment) |
Totaling |
Average (<>) |
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Count (#) |
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Percentage (%) |
Precision |
Whole Number (0) |
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Decimal (0.0, 0.00, etc.) |
Column Filters |
Calculating Percentage (%) |
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Calculating Count (#) |
Linked Reports |
Hyperlinks allowing drill down navigation |
Key Features - Detail Columns
Coloring |
Default Palette |
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Custom HEX Code |
Format |
Default |
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Integer, No Separators |
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Money, Two Decimals |
Default Sort |
Ascending |
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Descending |
Adding Report Columns
New Fields |
Add Multiple Fields |
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Advanced Add & Configure
(Single Field Only) |
Filter Fields |
Data Field Name |
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Data Field Type |
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Survey Association |
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Display All or Unused Fields |
Copy Column |
From same report |
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From another report |
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Key Updates - Report Edit Screen
Bulk Updates |
Delete Columns |
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Set Background Color
(Default Palette Only) |
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Adjust Column Visibility |
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Adjust Column Totaling |
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Adjust Totaling Precision |
Column Updates |
Move, Edit, Copy, Delete |
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Adjust Labels |
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Adjust Visibility |
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Adjust Totaling |
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Adjust Totaling Precision |
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Group/Ungroup |
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Adjust Width |
Key Updates - Column Edit Screen
Sorting |
Descending (z-a) |
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Ascending (a-z) |
Background Color |
Custom HEX |
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Conditional Formatting |
Format |
Default numeric |
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Integer, No Separators |
Column Filters |
Total Percent (%) |
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Total Count (#) Subsets |
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Total by Adjusted Date |
Totaling Options |
Multi-level Grouping |
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Dynamic Hierarchy Only |
Alignment |
Left |
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Center |
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Right |
Goals |
Applied to a column |
Column Visibility Types
Always |
Always display column |
Hidden |
Never display column |
Summary Only |
Display column if report is
run above Location Level.
(Combo Grid Report Only) |
Detail Only |
Display column if report is
run at the Location Level.
(Combo Grid Report Only) |
Column Calculation Types
None |
< > |
Average |
% |
Percentage |
# |
Count |
<># |
Average Count |
1# |
Distinct Count |
∑ |
Sum |
^ |
Max |
V |
Min |
Report Options Section
Options and defaults applied to the report |
Key Configurations - Report Options
Show Line Item Details |
Never |
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Always |
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Locations Only |
Folder |
Assign to a folder |
Web Access Policy |
By Level |
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All Users |
Output Format |
Default to HTML |
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Default to CSV |
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Default to PDF |
Benchmarking |
Static Level |
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Dynamic Level |
Hide Information |
Empty columns |
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Test Data |
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Hyperlinks in PDF |
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