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To start creating your customized report, navigate to Data Exports, Reports, and Stats, click +Create New Report, and provide a name and description of your report.

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  1. Select All users or custom user access to determine which users in the database will be able to view the report data and which users will be able to edit the report setup. Custom user access can be limited by individual user, user role, and data access group (DAG). Click the users / groups to highlight your selections. Users in any highlighted group will be granted access.

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  2. Select the variables/fields you want to display in the report.

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  3. Select any addtional settings to include REDCap metadata (e.g. data access group, survey completion timestamp) in the report or specify formatting (e.g. combine checkboxes into one column, only display labels or raw data).

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  4. Use filters to only see certain subjects’ data. For example, if you only want to see subjects who completed the survey and provided an email address:

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    Note: The variables used to filter the responses do not need to be included in the report.
    Note: More information about how to use filters and logic in your report can be found in the How to use filters and AND/OR logic popup window.

  5. Highlight the event(s) and Data Access Group(s) you want to display data for.

  6. Select up to three multiple choice fields to use as live filters. Live filters allow you to dynamically filter data in real-time when viewing the report.

  7. Specify how to order the results.

    If you don’t specify an order, the report will default to display in ascending “Record ID” order, i.e. ascending Local IDs for almost all RDCRN REDCap projects.

  8. Click Save Report. You can view the report or continue editing.

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