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This feature requires a CommCare Software Plan
This feature (Report Builder) is only available to CommCare users with on a Pro Plan or higher. This will provide access to 5 reports. To add more reports, please contact support@dimagi.com, and we'll loop in our sales team to discuss your reporting needs further.| Multiexcerpt include macro | ||||||||||
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Report Builder Overview
The report builder is a tool for CommCareHQ users to build basic web-based reports based on the data collected in their project's applications. Unlike CommCare's Pre-Configured Reports, the reports built with this tool are specifically tailored to data collected in your project and can be configured by anyone with access to the reports section of CommCareHQ.
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Go to the Reports tab in CommCareHQ and choose + Create new report (if you do not see this option, make sure that your subscription is active in the in Project Space Settings).
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Choose your report's name and data source. The name can be anything you want - but should be descriptive since this is the name that will show up on CommCareHQ on the list of reports. Each report is based on either a case or a form data source. Select the general type of data you want to use (form or case) and then drill down to the exact case type or specific form that you want to use as the basis for your report.
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Most Report Builder reports can be saved and emailed like regular reports
Chart type reports will not send the pie chart or bar chart in the email
It is not currently possible to directly export reports; however if you save and set them to be emailed reports then you can include a Excel version in the emailed reports
The case ID is a system property and is not typically available to be added directly as a column in the Report Builder. Users can use other unique Identifiers or case properties to track cases. If case Id’s are specifically needed to track cases, a custom case property populating case Id’s should be added to the app.
Whenever you export the report in excel format, along with the download link being available on platform, an email is sent with the download link as a fallback, ensuring you can still access the report if you navigate away from the browser.
Multiple languages are not currently supported in report builder reports
Multiple choice lookup table question types are not supported in report builder reports
Organizations/Location Hierarchy based search is not supported.
Location restricted web users cannot access report builder reports.
When saving reports, the URL (which includes filters) must be less than 8000 characters. If not, a request to view the report will result in a 414 error "URI too large" response.
Report builder maximum column limit is 40.