Create a Custom Report

You can create a new report at multiple places within the application. You can create one directly within the Folders page or Reports landing page or when creating or copying a tile.

Creating a New Report in My Folders

1. From Folder, click the Create New drop-down arrow.
2. Select Report.
3. In the pop-up window, type a name for the report in the Title field.
4. Click Create.

The new report will appear in the contents table of the current folder you are viewing. By default, your first report can be found within the My Items folder.

Creating a New Report When Saving a Tile or Saving a Copy

When you choose to create a new tile or save a copy of an existing tile, you can also choose to create a new report to which to save it. You can also create a new folder at this stage if you wish.

1. Click My Items to access folders you already created and select the folder in which you would like to include the new report.
2. Click the Create New drop-down arrow and select Report.
3. In the pop-up window, type a name for the report in the Title field.
4. Click Create.

Your newly created report will be available in the folder in which you saved it.

Creating a New Report from Reports Landing Page

1. Access the reports landing page by clicking Explore reports.
2. Click Create a new report under Create your own reports.

As you create tiles or select tiles from InCites Overview Reports, you can save them to reports created in Folders.

To save a tile to a specific report:

1. Click the three horizontal dots on the tile.

2. Select Save to report.
3. Select an existing report from the My Items list; you can save the tile to your dashboard or a new or existing custom report.
4. Click Save.

 

Rename Title or Description on a Tile

1. Open a saved tile from Folders.
2. Click the three horizontal dots on the tile.
3. Select Rename.

4. Make your changes and click Save.

Remove a Tile from a Custom Report or Dashboard

1. Follow the first two steps for renaming a tile.
2. Select Remove from report.
3. Confirm you want to delete it.

You can share your reports with others by opening your report and clicking Share.

You can share the report with multiple users by placing a semi-colon (;) between email addresses. Recipients receive an email with a PDF copy of the report attached to it. If the recipient has an InCites account, they can access the report from the Folders page.

Note: Shared reports are subject to read-only restrictions by the recipient. Recipients will also see updates made to the report by its owner in real time.

When someone shares an InCites report with you, you’ll get an email with a PDF copy attached. You can download the document or open it from your InCites account if you have one.

Find shared reports in Folders. The name of the person who shared the report with you will appear in the column titled Owner.

About Shared Reports

• Shared reports are read-only. Ownership is indicated in the Owner field on the list of items and in the report header.
• Shared report data will change as it is changed by the report owner.
• Report title and annotation fields are not editable.
• Individual tile annotations are not editable.
• If a shared report is created from a custom dataset, the recipients cannot view the underlying data on the report because they won’t have access to the custom dataset.