Managing Reports in Regpack

Reports Module Overview

Reports are a powerful tool for extracting and organizing the information collected during user registration. Admins can generate reports, customize data fields, and export reports in multiple formats for further analysis.

Creating a New Report

1. Navigate to Settings → Reports.
2. Click Create New Report at the top.
3. Select a category and name your report.
4. Add the fields you want included in the report.
5. Click Save.

Editing an Existing Report

1. Navigate to Settings → Reports.
2. Hover over the report you wish to edit and click Edit Fields.
3. Modify the report by adding, removing, or adjusting the order of fields.

Notes & Customization Options

• Add new fields using the menu on the right.
• System information (data not filled out in forms) is available at the bottom of the field menu.
• Delete fields by hovering over them and clicking Delete.
• Rearrange fields by dragging and dropping using the grey dots on the left side.

Creating a Report Category

1. Navigate to Settings → Reports.
2. Click Create New Category.
3. Name your category and click Create Category.

Editing a Report Category

1. Navigate to Settings → Reports.
2. Hover over the report category you wish to edit and click Edit Category.
3. Update the category name as needed.
4. Click Update Category to confirm.

To delete a category:

1. Click Edit Category.
2. Click Delete Category.

Ordering Reports and Categories

If you have multiple reports in one category, it is easy to arrange them in your preferred order.

1. Navigate to Settings → Reports.
2. Click Tools → Order Categories.
3. Hover over the category you wish to move.
4. Click on the dots to the left of the category and drag and drop them in your preferred order.
5. To order reports within a category, hover over them and drag and drop them accordingly.

For assistance with creating new categories in your Regpack system, check out this article.

For additional guidance, contact support@regpacks.com.