With the number of articles focused on ETO Results created by the support team, they have now been curated into an easy to navigate table of contents to make locating information as easy as CTRL+F.
V. Building and Configuring Reports
Each of the above links will take you directly to the desired section and the articles within them.
Managing Results
This section is the first step in getting started with ETO Results and managing the dashboard.
ETO Results | Getting Started
Which Reporting Platform Should I Use?
BO 4.2: General Preferences
Printing Reports
Export a Report to Excel
Manage ETO Results Reports
Changing the Date Format based on Country
Web Intelligence Applet
Delete Custom ETO Results Reports
Saving Reports as Custom Reports
Auto-Save Feature
Running a Query Status Report
Accessing the ETO Results Online Guides
Changing the Landing Page for Results Reporting Dashboard
Restore Deleted Reports
Best Practices: ETO Configuration
Results Terminology
This section includes the articles detailing the various terminologies that will be commonly used with Results.
Report Terms
The Difference Between Flattened and Unflattened Data
Publications
Data Access
Inflated/Duplicated Data
Context
Understanding Functions in ETO Results
Standard TouchPoint Universe (NEW)
Caseload Filters
What is Subject Identifier?
Data Objects in Audit Trail Folder
Free Standing Cells/Pre-Defined Cells
Unflattened Data
Active, Enrolled, and Dismissed Participants
TouchPoint Date Objects
Active Family Filter
ETO Results Compared to the Query Wizard
Dashboard Report Prompts
Security and Access
Below are articles about security and data access.
Flattened and Unflattened TouchPoint/Participant Data Access
View Reports (NEW) Role and Program Security
View Reports (NEW)
Manage Reports (NEW)
Reporting Roles Overview
Data Security And Reporting Roles
View Reports (NEW): How to Set Report Security
Subject Security In Reports
Universes
Below are articles about universes.
Universes
Create a Custom Universe
Custom Entity Universes
TouchPoint Settings Universe
Find what Reports are Using a Universe
Standard Participant Universe
Remapping a Report to a Different Universe
Manually Flattening Universes
Refresh Schedule
Manage Report Universes
Building and Configuring Reports
Below are articles on how to initially build and/or configure reports to properly display and bring in the desired data.
Creating a Report
Custom Report Building: Buildling & Running a Query
Becoming Familiar with the Query Editor Interface
Run a Report Using Common Date Objects
Editing a Query
Query Filters
Pre-Defined TouchPoint Filters
Scheduling Reports
Working with Standardized Webi Reports
Filtering Programs for TouchPoint Responses
Best Practices: Improving Report Performance
Best Practices: Maximizing Query Performance
Aggregate TouchPoint Report
Manual Active Filter
Combined Queries
Active Filter vs "Is Active" Object
Change Report Name
Building Reports with an Excel Document
Adding a Second Query
Nested Query Filters
Reorder Query Prompts
How to Lock/Unlock Report Queries
Adding Tables
Adding Reports (Tabs)
Re-Query for Program Name
Re-Query for Assessment Name
Reporting on Alerts
Program Name in TouchPoint Responses
Create Links Between Reports
Reporting on ETO Schedule
Active User Reports
Formatting Reports
Below are articles to detail how to further format reports.
Basic Formatting: Cell/Table Color, Width, Orientation
Basic Formatting: Sorting & Summing
Basic Formatting: Background Images
Basic Formatting: Adding/Removing Columns
Basic Formatting: Sectioning
Data Breaks
Simple Filters
Formatting Numbers and Dates
Viewing and Editing Reports
Creating Sections
Sorting
Page Setup Tab
Creating a Variable From a Formula
Creating Geographic Charts
Column Headers/Footers
Display Null Values as "Unanswered" or "Unknown"
Conditional Formatting
Formatting Reports for Printing
Adding Filters to Reports
How to Set Input Controls
Incorrect Totals/Aggregates
Averages are Incorrect
Edit Query Properties
Copy a Table Between Reports
Reference Cells
Creating Charts
Editing Tables/Legends
Relative Positioning
Merged Dimensions and Details
Formulas and Objects
Below are articles that explain different formulas that can be used in Results to further refine your data, as well as some common objects and their usage.
Creating Formulas
Creating Variables
Create a Flag
Popular Formulas
How to Flatten Demographics/TouchPoint Answers
Finding the Most Recent Response to a TouchPoint
Finding More Information on Functions
Changing the Date Format Using the FormatDate Function
Min, Max, First, Last
Add Link to Enroll Participant in Report
Add Hyperlink to Edit Subform TouchPoint Response - Flattened Data
Formulas: Commonly Used Links to Pages in ETO
Calculating Duration of a Start/End Time TouchPoint Question
Common Functions and Operators
Variable Qualifications
Phone Number Format Formula
Rounding Down or Up using the Floor and Ceil Functions
SSN Formula
Was Dismissed & Is/Was Active Objects
Separate TouchPoint Values for Non-Exclusive Choice onto Separate Lines
Adding Date Prompts to Appear on Report
Hyperlink to Participant's Dashboard
Standard Calculations
Linking TouchPoints to Enrollment
Hyperlink to a TouchPoint Attachment Upload
Flag the Most Recent Response - Unflattened Data
Flag the Most Recent Response - Flattened Data
Fiscal Year/Quarter Formula for TouchPoint Date Taken
Creating Links to Demographic Attachments
How to Create a Hyperlink to View, Edit, or Add New TouchPoint Response in ETO
Strip the Pipe Character (|) Out of a Value
Create a Count of Participants "Waiting" using the Any Date Object
First and Last Name from Subject Name
Finding the Nth Response for a TouchPoint
Reporting on GIS Coordinates
Concatenating Data
Changing Capitalization using the Upper, Lower, Initcap, and Wordcap Functions
How to Get the Month, Dat, or Year from a Date Object
Converting a Date or Number to a String of Text
Left and Right Functions
Troubleshooting
Below are articles that may help with troubleshooting common problems in a Results report.