Extracting Your Data; A Best Practice Guide for Building Reporting

This webinar provides an overview of the Apricot Report Builder, highlighting its purpose, structure, and best practices for leveraging its functionality. The presenter emphasized that the Report Builder allows users to extract data from the various forms in their Apricot system, with each report consisting of a title, sections, and potentially visualizations like graphs. She walked through the process of creating a new report, explaining how to select the appropriate data fields from the relevant forms and customize the column formatting and grouping options.

Key concepts included understanding that the Report Builder generates one row per record, the importance of reviewing the section properties to ensure the correct count metric (e.g. total participants vs. total rows), and leveraging features like drill-down grouping to enable deeper data exploration. The presenter stressed the value of thoroughly testing reports before publishing them to ensure the desired data is being accurately captured and presented. Attendees were encouraged to utilize Apricot's training resources, including webinars and multi-day courses, as well as to reach out to the support team if they encounter any challenges when building or analyzing reports.

Extracting Your Data; A Best Practice Guide for Building Reporting Presentation Slides