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.

I. Managing Results

II. Results Terminology

III. Security

IV. Universes

V. Building and Configuring Reports

VI. Formatting Reports

VII. Formulas and Objects

VIII. Troubleshooting

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


Data Access

Inflated/Duplicated Data


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

Flattened 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


Below are articles about 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


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


Below are articles that may help with troubleshooting common problems in a Results report.

Reporting Errors Overview

Missing Demographics in Report

Query Filters Do Not Apply to Report

Report Not Loading in Google Chrome

Report Taking Long time to Load/Timing Out

Changing the Program Name Doesn't Reflect in Results

Duplicated Data

SQL Error when Running Report

BO 4.2 Upgrade: You do not have access to one or more data providers

Report Looks Difference when in Edit Mode

Missing/Unable to Open Reports

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