Using custom reports

The Solutions team can set up customized automated reporting for data collected in the iDataCollect Forms app. These reports will generate with the click of a few buttons and can be used to update clients about work completed on a project. Please contact [e-mail] if you are interested in having the Solutions team develop an automated report for your project. 

After the Solutions team sets up reporting for your project, a member of the team will provide you with a username and password to be able to access your reports. Here are the instructions for how to access the reporting portal:

1. Navigate to https://reports.idatacollect.com

Enter User ID

Enter Password

Click Login

You will be directed to the Report Library Screen

2. To access any of the reports click on the hyperlink Report Name (written in blue).

3. On the left side of the screen, you will see a list of input options for running the report. These will differ depending upon the report you selected. To filter a specific input, click in the box provided to display the available options. Here are some examples of types of user input for running reports:

Choose between items in a list

Pick start date and end date for when data was collected

4. The report will display on screen

To view additional pages of the report on screen click in the upper left corner of the screen.

5. To download the report, click in the upper right corner of the screen and select the drop-down option of "As PDF". Once the PDF displays you can use the tools in your internet browser to print the report or save it to your computer.