How do I extract data from the reports as a Customer contact?
If you are logged in as a customer contact, you can see the completed reports associated with you if permission has been granted.
When you go to Statistics, you have the option to specify what data you want to be extracted.
In this article, you will learn about your options for extracting data:
How to sort your data extraction
In the menu, go to Reports > Statistics | |
Adjust the filters | |
See a description of the different options in section 2: Description of your options | |
Click on Update to see the result | |
You will be shown a graph based on the score of the reports that match your filters | |
Description of your options
Period |
You can narrow or broaden your search by entering a start and end date. The graph will only focus on this time period. |
Report type |
You can decide whether you want to look at all report types or a specific type. Depending on your choices, it may impact your options in Report.
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Report |
This function lets you pick a specific report template based on your input in Report type. |
Parameter group | You can use this if you wish to extract data on a specific parameter group. |
Desired level |
Mark your desired level for the report score. You can enter a percentage value from 0 to 100. If you enter a number, your graph will display a red dotted line to mark your bottom line. You can also leave the function blank. |
Combine data | This gives you the option to combine your datasets into one graph. Your data will be inserted into one graph, with each dataset in its own color. Alternatively, each dataset will be drawn in separate graphs. |
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