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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 Project 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
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.
The property of type Case Owner(Location) in the report builder dropdown allows us to mark data as owned by a location which we can then use to filter by location.
Report builder reports that are location safe
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To create a report that is location safe, you must add this column as a filter to the report.
Known limitations
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Cases will need to be owned by locations for this to work (e.g. if it they owned by users or groups functionality will not apply)
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