14.1 Attach A Report Template To A Job

Introduction

To produce a job report, you need to associate the job with a report template.

You can associate a job with as many different report templates as you like, to see the data presented in different ways.

There are two types of report templates.

  • Those you create yourselves.
  • Those that are supplied as master report templates (to go with master surveys).

Remember you do not have to have a report template in mind when you create a survey template, although sometimes it helps.

Instructions

From the ‘Job Reference’ screen, click the ‘Reports’ button, to open the ‘Reports’ sidebar. The reporting sidebar opens.

Create a New Report Templates 

To create a report template from scratch, click ‘New’

Create from Existing

To use a report template that you have already created look under the heading ‘Create from Existing’

All report templates you have created are available in a drop-down list. Alternatively, start typing the name of the one you want to use, and the system will display the best report template matches.

Click the one you want to use.

Click duplicate. The Report template will now be available for use against this job.

Create from Master Reports 

To use a report template that you have already created look under the heading ‘Create from Master Reports’

All master report templates (made available centrally by Brightchecker) are available in a drop-down list. Alternatively, start typing the name of the one you want to use, and the system will display the best report template matches.

Click the one you want to use.

Click duplicate. The Report template will now be available for use against this job.

How to edit report templates

When a report template has been associated with a job, a pen icon will be visible next to it.

Click the Pen icon next to a report template. Edit report as needed.

How to generate a populated report template

When a report template has been associated with a job, an eye icon will be visible next to it.

Click the eye icon. The populated report will appear.

How to disassociate a report template from a job

When a report template has been associated with a job, a bin icon will be visible.

Click the Bin icon to disassociate a report template from a job. The report template line (and icons) will disappear.