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.

Smart Reports/Updating Multiple Report Tiles at Once

The smart reports update makes it easy to edit one or multiple reports directly from the reports folder. With this update, it is no longer necessary to view the data in order to update filters or apply new indicators. When updating reports using the smart reports editor, it is also possible to apply updates to multiple tiles simultaneously. This feature is useful for quickly updating reports and for building a single report structure and then applying it to multiple entities for recurring analyses.

The smart report functionality is a new edit option when viewing tiles in any saved report.

How to update tile(s) from the Reports folder

1. Open your Folders under the Organize tab and open a Report.

2. Click on the Edit Tiles button in the top menu.

3. Select one or more tiles to change or add common filters. You can select up to 6 tiles to edit at one time.

4. When finished selecting the tiles you want to edit, click Done. The new Filter Panel will appear on the left.

5. Apply new filters and add indicators to the selected tile(s). The tile(s) will update as new filters are applied. After editing your tiles, you can discard them, create a new report, or update the existing report.

• If you are editing multiple tiles, the Publication Date and Document Type filters must be the same for all tiles. You must apply both filters before continuing, even if the filters were the same for the tiles already. Once you have applied both filters, the remaining filter options will become available.

  

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

1. Click Create New from the menu at the top of the page.
2. Edit the title of the report.
3. Select the Folder you wish to save to. You can also add a new Folder.
4. Click Save.

Saving updates to the existing report after editing tiles

1. Click Update Report from the menu at the top of the page.
2. Edit the title if desired.

3. Click Save Updates.