Reports
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      3. Reports

      Compyle Standard Reports

      Overview of the Standard Reports included with Compyle and the Information they Provide

      Administrative Reports

      These are reports about the structure of your forms, fields, and groups in  Compyle for data collection. They are designed to help you review how data is captured in your site, compare the different fields and forms gathering similar data, and make improvements for greater data quality. The admin reports can also be a helpful tool for new administrators joining your organization. 

      • Folder: [Admin] Field Reports
        • Participant fields - standard and custom
        • Survey Form and Note Form fields
        • Group fields
        • Organization fields - standard and custom
        • Anonymous fields - standard and custom
        • Public Form Fields

      • Folder: [Admin] Form Reports
        • Survey Forms
        • Note Forms
        • Public: All Public Forms
        • Form Logic: All Active Rules for All Survey/Note Forms
        • Form Logic: All Inactive Rules
        • Public: Participant Public Forms
        • Public: Organizations Public Forms
        • Public: Anonymous Public Forms


      • Folder: [Admin] Group Management Reports
        • Group Overview: Participant Groups
        • Group Overview: Organization Groups
        • User Assignments for Participant Groups 
        • User Assignments for Organization Groups

       

      • Folder: [Admin]  Scorecard Feeds List
        • All Active Feeds
        • All Inactive Feeds

       

      Participant Reports

      • Folder: [Participant] Lists
        • Active Participants [List]
        • Participant Group Membership [List] (groups each participant is part of, one row per participant with group concat of group names)
        • Mailing List [List](all participants with address information)
        • Participants by Primary Worker [Bar Graph] (sort by primary worker and then participant names)
       
      • Folder: [Participant] Demographic Reports [Bar Graphs]
        • Participants by Gender
        • Participants by Race/Ethnicity
        • Participants by State
        • Participants by Zip Code
        • Participants by Current Age (based on Date of Birth)
        • Participants by Gender and Ethnicity
        • Participants by Gender and State
        • Participants by Gender and Zip Code
        • Participants by Ethnicity and State
        • Participants by Ethnicity and Zip Code
       
      • Folder: [Participant] Activity Reports
        • Total Records per Participant (Total Survey/Note form Records per person)
        • Participants without Activity (Participants without any active, saved Survey/Note form responses)
        • Latest Record per Participant (Most recent Survey/Note record by Date-of-Note/Start-Date)
        • Participants with Pending Surveys
        • Participants with In Progress Surveys


      Anonymous Reports

      • Folder: [Anonymous] All Reports
        • Anonymous By Source Form (Group by Source Form, Count Distinct Anonymous ID's per source form. Sort by Source Form asc, Created Date desc, list anonymous record ID with created Date) [Summary Report]
        • Anonymous by Gender [Bar Graph]
        • Anonymous by Race/Ethnicity [Bar Graph]
        • Anonymous by  State [Bar Graph]
        • Anonymous by Zip Code [Bar Graph]
        • Anonymous by Current Age (based on Date of Birth) [Bar Graph]
        • Anonymous by Gender and Ethnicity [Bar Graph]
        • Anonymous by Gender and State [Bar Graph]
        • Anonymous by Gender and Zip Code [Bar Graph]
        • Anonymous by Ethnicity and State [Bar Graph]
        • Anonymous by Ethnicity and Zip Code [Bar Graph]

         

        Organization Reports

         

        • Folder: [Organization] Reports
          • Active Organizations [List]
          • Organization Group Membership [List] (groups each organization is part of, one row per organization with group concat of group names)
          • Organization Mailing List [List](Organization name, email of primary contact, street address, city, state, zip code)
          • Organizations with Primary Contact Participant [List]
          • Organizations Missing a Primary Contact [List]
          • Organizations By Source Form [Summary
          • Organizations by State [Bar Graph]
          • Organizations by Zip Code [Bar Graph]
          • Organizations by Country [Bar Graph]
          • Organizations by State and Zip Code [Bar Graph]
         
        • Folder: [Organization] Activity Reports
          • Total Records per Organization (Total Survey/Note form Records per org)
          • Organizations without Activity (Orgs without any active, saved Survey/Note form responses)
          • Latest Record per Organization (Most recent Survey/Note record by Date-of-Note/Start-Date)
          • Organizations with Pending Surveys
          • Organizations with In Progress Surveys