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1. In the Navigation pane, under Report Center, click a folder in the Reports tree, and then select New Report. (You can first create a Reports folder by selecting New Folder...)
   
   
   Create a new report
    
    
2. While in the New Report dialog, select the Blank Report option and click Next:
   
   
   Create a Blank Report
   
   
   

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   create-new step 3 create-new step 3

   Enter the Name and Description fields, and then click Next.
   
   To display dates in the Name field of generated reports, use may the following variables: $now$, $today$, $lastday$, $thisweek$, $lastweek$, $thismonth$, $lastmonth$, $thisquarter$, $lastquarter$, $thisyear$, $lastyear$
   
   
   New Report Property Details
   
   
   
4. Choose to either schedule the report by day, week or month from the drop-down menu, or you can generate your report manually by choosing Ad-hoc. Then click OK.
   
   
   Report scheduling
   
   
   
   
5. Your new report now appears in the Navigation Pane and you can click it and select Edit.
   
   
   Opening a report
   
   
6. The blank report will open in Edit Mode. When a report is in Edit Mode, you can add widgets to it.
7. Click Add at the top of the Central Area Toolbar and select a widget to add to the report (for a complete list of available widgets, see the Reports Gallery).
   
   
   Add widgets to a report
   
   
   
8. The following actions are available in the Top Toolbar while in Edit Mode or Static Mode:
   
   
   • Add - add widgets to the report.
   • Actions Menu
     • Remove All Widgets - Clears all widgets from the current report.
       
     • Refresh - refresh the report's settings.
     • Generate Report - create the report in real time.
     
     
     Actions menu
     
   
   
   • Share Menu
     • Export to CSV - export Export the data to Microsoft Excel (see How to Export a Report to Excel)Excel or other spreadsheet applications.
       
     • Distribution List - send Send the report to a distribution list (see How to Set an Email Distribution List for a Scheduled Report).
       
       
     
     Share menu
     
     
     Filters menu
     
     
9. After designing the report, it is possible to create a static version with real time data (by selecting Generate Report) or to wait until the report is automatically generated according to the report scheduling. As long as there are no static versions for the report, it will be displayed in Edit Mode (if there are edit permissions for the current user) if it is selected from the Reports tree in the Navigation Pane. Otherwise, the latest static version will be displayed.
   
   
   A Static Report with Active Widgets
   
   
   
10. Edit the time frame for a static report by clicking the current Date Range menu on the top right of the report.  Select the desired date range or Customize and click OK.
    
    
    Choose Date Range Menu
    
    
    
    Customized Date Range
    
    
11. To remove the report, including all previous versions right click the report and select Delete. To remove only the previous versions of the report, select Delete Historical Data. The report's Historical Data refers to all prior versions that are saved in the system. If a version exists for a selected date range, the original saved version is displayed, and no query is submitted to the database. This is in order to save system resources and speed up report generation.
12. To modify the report properties including report title, description, and scheduling type), click the report and select Properties on the Navigation Pane.
13. To view the report in a new window (without the CardioLog scheme) on the Navigation pane, click the report and select Browse. You can only select Browse after at least one report has been generated.
    
    
    

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1. In the Navigation Pane under Report Center, click a folder in the Reports tree and select New Report from the contextual menu.
2. In the New Report dialog, select the New Report From Template option and click Next.
3. Select the Report Template you would like to use in the Report tree.
4. Continue with the new report creation steps as described above in How to Create a New Report. For more information see "How to Create Report Templates."
   
   
   New Report Template browser

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1. In the Navigation pane, under Report Center, click a report from the Reports tree and select Permissions.
2. In the Permissions dialog, select the desired permissions for the listed users by activating or deactivating the check boxes. User permissions precede group permissions. To assign permissions for all users, use the default "All" group
   
   
   Permissions window
   
   
3. To add a user or group, select Add and search for the desired user or group. Click OK to confirm your choice
   
   
   Users and Groups search window
   
   
4. To remove user(s) or group(s), select the check box on the left next to the user or group you would like to no longer access the report and then click Remove.
5. Click Save to save the permissions.

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How to Export a Report to Excel and Other Spreadsheet Applications

You can export a report to CSV file format, which can then be read by most spreadsheet applications.

1. Click Export to CSV from the Share menu.
   
   
   Share menu in Edit mode
   
   
2. The report will be downloaded to your default downloads location.

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pdf export

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pdf

How to Export a Report to PDF

You can export a report from the Report Center to PDF format for printing. The report must be in View Mode. Click Generate Report from the Actions menu if a Static Report does not exist yet.

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email

How to Send a Report via Email

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Once a new report version is created, it is possible to send an automated email to a predefined distribution list. This email includes a unique link to the new report version, and the data in the report is automatically refreshed.
Upon browsing the report link, the latest generated report (based on the report type) is the one displayedThe most current data is displayed every time the unique link is opened.

1. Open a report in View Mode and click the Distribution List button in the Top Toolbar:. 
2. Enter an email address in the text box and click the Add button to add the address to the distribution list. Click Ctrl+K to select from a list, then click Save.

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