Reporting in ETO
Universes, Building and Formatting Reports, Functions and Formulas, Managing Reports, Standard Reports, and Query Wizard
203 articles
FAQs | Automated Exports from Results Reporting (SFTP)An article intended to help customers who have enlisted, or are considering enlisting, Professional Services retrieving data using API.
Crystal Reports Retirement in ETO
How do I recreate a Crystal report in Results Reporting?
Participant Face Sheet Report in a Dashboard Message
Enterprise Reports#Reporting #EnterpriseReports #CrystalReports
Standard Report | Program Group Reports#Reporting #StandardReport
Standard Report | Participants Referral List
Reporting on Internal Referrals and Legacy Referrals
Standard Report | Site-Wide Enrollment Report#Reporting #StandardReport
Standard Report | Participant Service Template#Reporting #StandardReport
Standard Report | Program Enrollment Report including details for Participants with Multiple Enrollments#Reporting #StandardReport
Standard Report | TouchPoint Submission Report (Entity)#Reporting #StandardReport
Standard Report | TouchPoint - Response Report#Reporting #StandardReport
Standard Report | Demographics - Served#Reporting #StandardReport
Standard Reports | Active Households#Reporting #StandardReport
Standard Reports | Demographic Quality#Reporting #StandardReport
Standard Report | User Account Details#Reporting #StandardReport
Standard Report | TouchPoint Submission Report (General)#Reporting #StandardReport
Standard Report | TouchPoint Submission Report (Participant)#Reporting #StandardReport
Standard Reports | Demographics - Active Enrolled Dismissed Participants#Reporting #StandardReport
Standard Reports | Workflow - Active Subjects Report#Reporting #StandardReport
Standard Report | Workflow - Aggregate Completion#Reporting #StandardReport
Standard Report | Participant Referral History#Reporting #StandardReport
Standard Report | Outbound Referrals#Reporting #StandardReport
Standard Report | Participant Face Sheet (WebI)#Reporting #StandardReport
Standard Report | Birthday List#Reporting #StandardReport
Standard Report | Enrollments and Dismissals#Reporting #StandardReport
Standard Reports | Current Caseloads#Reporting #StandardReport
Standard Report | Participant Program Enrollment or Dismissal Report (Select multiple programs)#Reporting #StandardReport
Standard Report | Entities Without Responses#Reporting #StandardReport
Standard Report | Reason for Dismissal Details#Reporting #StandardReport
Standard Report | Active Details#Reporting #StandardReport
Standard Report | Participants With Responses#Reporting #StandardReport
Standard Report | Entities With Responses#Reporting #StandardReport
Standard Report | Dismissed Details#Reporting #StandardReport
Standard Report | Participants Without Responses#Reporting #StandardReport
Standard Report | Enrollment Details#Reporting #StandardReport
Standard Report | Login Details#Reporting #StandardReport
Standard ETO Results ReportsStandard Reports Available via View Reports feature #Reporting #StandardReport
Standard Report | TouchPoint Flat FileInformation on the TouchPoint Flat File #Reporting #StandardReport
ETO Results | Hyperlink to Another Report4.3
ETO Results | Simple Filter Issues#simplefilters #bouprade #etoresults
ETO Results | Drill FiltersBO 4.3 Platform
ETO Results | Running a Report using Common Date ObjectsBO 4.3 Platform
ETO Results | Reporting on GIS CoordinatesBO 4.3 Platform
ETO Results | Reporting on ETO ScheduleBO 4.3 Platform
ETO Results | Reference CellsBO 4.3 Platform
ETO Results | Filtering Programs for TouchPoint ResponsesBO 4.3 Platform
ETO Results | Filter Data Within ReportBO 4.3 Platform
ETO Results | Use Sum and CountBO 4.3 Platform
ETO Results | Incorrect Totals or AggregatesBO 4.3 Platform
ETO Results | Add Report TabsBO 4.3 Platform
ETO Results | Reporting on AlertsBO 4.3 Platform
ETO Results | Query FiltersBO 4.3 Platform
ETO Results | Lock and Unlock Report QueriesBO 4.3 Platform
ETO Results | Create Report from Excel SheetBO 4.3 Platform
ETO Results | Re-Query for Program NameBO 4.3 Platform
ETO Results | Active Family FilterBO 4.3 Platform
ETO Results | Caseload FiltersBO 4.3 Platform
ETO Results | Data Objects in the Audit Trail FolderBO 4.3 Platform
ETO Results | Dashboard Report PromptsBO 4.3 Platform
ETO Results | Add Query to ReportBO 4.3 Platform
ETO Results | Manual Active FilterBO 4.3 Platform
ETO Results | Active Filter vs "Is Active" ObjectBO 4.3 Platform
ETO Results | Combined QueriesBO 4.3 Platform
ETO Results | Query Summary CellBO 4.3 Platform
ETO Results | Pre-Defined TouchPoint FiltersBO 4.3 Platform
ETO Results | Edit Report QueryBO 4.3 Platform
ETO Results | Nested Query FiltersBO 4.3 Platform
ETO Results | Create an Aggregate TouchPoint Response ReportBO 4.3 Platform
ETO Results | Input ControlsBO 4.3 Platform
ETO Results | Build and Run Report QueryBO 4.3 Platform
ETO Results | Merged Dimensions and DetailsTo be used when using multiple queries and needing to relate common data points. #Results #MergedDimensions #Detail BO 4.3
ETO Results | Data Breaks#Results #Breaks #Formatting
ETO Results | Create New VariableBO 4.3
ETO Results | Link TouchPoints to EnrollmentBO 4.3 Platform
ETO Results | Hyperlink to Edit Sub Form TouchPoint Response (Flattened Data)BO 4.3 Platform
ETO Results | Date Taken in Fiscal Year QuartersBO 4.3 Platform
ETO Results | E-Signature Question ElementsBO 4.3 Platform
ETO Results | Finding the Nth TouchPoint ResponseBO 4.3 Platform
ETO Results | Hyperlink to Participant DashboardBO 4.3 Platform
ETO Results | Hyperlink to View, Edit, or Add TouchPoint ResponseBO 4.3 Platform
ETO Results | Link to Enroll ParticipantBO 4.3 Platform
ETO Results | Variable QualificationsBO 4.3 Platform
ETO Results | Functions: Left and RightBo 4.3 Platform
ETO Results | Retrieve First or Last Name from Subject NameBo 4.3 Platform
ETO Results | Convert Date or Number to StringBO 4.3 Platform
ETO Results | Retrieve Month, Day, or Year from Date ObjectBO 4.3 Platform
ETO Results | Formula: Combine or Concatenate DataBO 4.3 Platform
ETO Results | Formulas: Display Value for Null ValuesBO 4.3 Platform
ETO Results | Formula: Display Non-Exclusive Choice ElementsBO 4.3 Platform
ETO Results | Functions: Upper, Lower, Initcap, WordcapBO 4.3 Platform capitalize strings of text in reports
ETO Results | Incorrect AveragesBO 4.3 Platform
ETO Results | Formula: Strip Pipe Character (|) From ValueBO 4.3 Platform
ETO Results | Hyperlinks to ETO PagesBO 4.3 Platform
ETO Results | Formula: Display Date Prompts in ReportBO 4.3 Platform
ETO Results | Functions: FormatDateBO 4.3 Platform
ETO Results | Formula: Most Recent Response to a TouchPointBO 4.3 Platform
ETO Results | Formula: Format Phone NumberBO 4.3 Platform
ETO Results | Functions: Floor and CeilBO 4.3 Platform
ETO Results | Manually Flatten Demographics or TouchPoint ResponsesBO 4.3 Platform
ETO Results | Calculate Start/End Time Duration in TouchPoint ResponsesBO 4.3 Platform
ETO Results | Common Functions and OperatorsBO 4.3 Platform
ETO Results | Formula: Format Social Security NumberBO 4.3 Platform
ETO Results | Create a FlagBO 4.3 Platform
ETO Results | Functions: Min, Max, First, LastBO 4.3 Platform
ETO Results | Common FormulasBO 4.3 Platform
ETO Results | Create a FormulaBo 4.3 Platform
ETO Results | Create Variable From a FormulaBO 4.3 Platform
ETO Results | Formula: Link to Demographic AttachmentsCreating URLs and images to demographic attachments in ETO Results #Results
ETO Results | Formula: Hyperlink to TouchPoint Attachment UploadMake a link to a document that was uploaded to a TouchPoint response in ETO Results.
#results
ETO Results | Accessibility ModeAccessibility Settings in ETO Results in BO 4.3
ETO Results | Improving Report PerformanceBO 4.3 Platform
ETO Results | Maximizing Query PerformanceBO 4.3 Platform
ETO Results | Query Panel InterfaceBO 4.3 Platform
Subject Security in Results Reports#ETO #Security #Results
ETO Results | Subject IdentifiersBO 4.3 Platform
ETO Results | TouchPoint Date ObjectsBO 4.3 Platform
ETO Results | Flattened vs Unflattened DataBO 4.3 Platform
ETO Results | Active, Enrolled, Dismissed ParticipantsBO 4.3 Platform
ETO Results | Reporting Terms GlossaryBO 4.3 Platform
ETO Results | Report ContextBO 4.3 Platform
ETO Results | Version 4.3 Menu BarBO 4.3 Platform
ETO Results | FunctionsBO 4.3 Platform
ETO Results | Flattened DataBO 4.3 Platform
ETO Results | Inflated or Duplicated Data in ReportsBO 4.3 Platform
ETO Results | Autosave ReportBo 4.3 Platform
ETO Results | SAP Online GuidesBO 4.3 Platform
ETO Results | Save Standard Reports as Custom ReportsBO 4.3 Platform
ETO Results | Change Reporting Dashboard Landing PageBO 4.3 Platform
ETO Results | General PreferencesBO 4.3 Platform
ETO Results | Getting StartedBO 4.3 Platform
ETO Results | Create a New ReportBO 4.3 Platform
Reporting Errors OverviewCommon reporting errors #ETOResults
SQL Error when Running Report#Results #Errors
ETO Results Best Practices | ETO Configuration#Reporting
ETO Results | Formatting: Cells and TablesBO 4.3 Platform Format cells' or tables' color, width, and orientation
ETO Results | Sort Table ColumnsBO 4.3 Platform
ETO Results | Conditional FormattingBo 4.3 Platform
ETO Results | Reading and Design ModeBO 4.3 Platform view or edit custom reports
ETO Results | Standardized WebI ReportsBO 4.3 Platform
ETO Results | Changing Date Format by CountryBO 4.3 Platform
ETO Results | Change Query Prompt OrderBO 4.3 Platform
ETO Results | Report TablesBO 4.3 Platform
ETO Results | Formatting: Data BreaksBO 4.3 Platform
ETO Results | Formatting: SectionsBO 4.3 Platform
ETO Results | Formatting: Add or Remove Columns and RowsBO 4.3 Platform
ETO Results | Resetting the Default StyleBO 4.3 Platform
ETO Results | Charts and GraphsBO 4.3 Platform
ETO Results | Formatting: Print ReportsBO 4.3 Platform
ETO Results | Formatting: Background ImagesBO 4.3 Platform
ETO Results | Repeat Column Headers and FootersBO 4.3 Platform
ETO Results | Formatting: Numbers and DatesBO 4.3 Platform
ETO Results | Formatting: Standard CalculationsBO 4.3 Platform
ETO Results | Pre-Defined CellsBO 4.3 Platform
ETO Results | Formatting: Relative PositioningBO 4.3 Platform
ETO Results | Geographic ChartsBO 4.3 Platform
Reporting on Query Wizard Data Sets#reporting
Manage Queries | Deleting a Query Wizard Query#Reporting
Manage Queries#Reporting
Troubleshooting | Excel File Doesn't OpenTroubleshooting Excel files when using Query Wizard
#Reporting #QueryWizard #troubleshooting
Query Wizard | Find Participant Site Identifier#Reporting #QueryWizard
Query Wizard | Active Participants in a Date Range#Reporting
Query Wizard | OverviewAn overview of the Query Wizard and how to create Queries for reporting. #Reporting #QueryWizard
Query Wizard | Save and Export DataThere are several different ways you can export and save your Query Wizard Results. #Reporting #QueryWizard
Participant Site ID, Client ID, and other IDs in Reporting
What Reports Are Using a Universe#ETO #Results #Reporting #Universe
Report Visibility on View Reports Page#ETO #Results #Security
ETO Results | TouchPoint and Participant Data AccessBO 4.3 Platform
Individual Report Access on View Reports#ETO #Results #Security #ReportingRole
Reporting Roles and Data Security#ETO #Results #Security #ReportingRoles
User Reporting Roles#ETO #Results #ReportingRoles #Security #Reports
Manage Reports#ETO #Results #ManageReports #Security
My Favorites | Manage CX Report Links#legacy #myfavorites #customlink
Subject Security in ReportsVisibility permissions guideline for subjects in ETO Results using subject-based Universes. #Reporting #Security
Manage Reports | Access to View Reports#Reporting
Data Security and Reporting Roles#reporting
Reporting Data Refresh Schedule#reporting
Manage Report Universes#Reporting
View Reports#reporting
Robot Error when Accessing Reports#Reporting
ETO Results | Flatten Universe#reporting #Universes #flattening #errorinlastattempt
Active User Reports#Reporting creating a list or count of active users in a report
Dashboard Report Prompts#Reporting
Manage User Accounts | Reporting Roles#Reporting
Troubleshooting | Report and Data Access#Reporting #troubleshooting
Manage Reports | Report Categories#reporting
ETO Results | Schedule ReportBO 4.3 Platform
ETO Results | Change Report NameBO 4.3 Platform
ETO Results | Restore a Deleted ReportBO 4.3 Platform
ETO Results | Edit Query PropertiesBO 4.3 Platform
ETO Results | Export ReportsBO 4.3 Platform
ETO Results | Print ReportsBO 4.3 Platform
ETO Results | Manage Results ReportsBO 4.3 Platform
ETO Results | Delete a Custom ReportBO 4.3 Platform
ETO Results | Custom Entity UniverseBO 4.3 Platform
ETO Results | Create a Custom UniverseBO 4.3 Platform
ETO Results | Remap Report to a Different UniverseBO 4.3 Platform
ETO Results | TouchPoint Settings UniverseBO 4.3 Platform
ETO Results | Data Refresh ScheduleBO 4.3 Platform
ETO Results | Standard Participant UniverseBO 4.3 Platform
ETO Results | Standard TouchPoint Universe (NEW)BO 4.3 Platform
ETO Results | Standard UniversesBO 4.3 Platform