Creating Reports - upenn/neuropsych-redcap GitHub Wiki

Creating a report in REDCap involves using its Reporting Tool to design and customize reports based on your project data. Here are the steps:

Steps to Create a Report in REDCap:

  1. Navigate to the Reports Section:

    • Log in to your REDCap project.
    • Click on the "Reports & Stats" link in the left-hand menu.

  2. Create a New Report:

    • Click the "Create New Report" button at the top of the page.

  3. Define the Report Name:

    • Enter a descriptive name for the report in the "Report Title" field.

  4. Select Fields to Include in the Report:

    • Choose the fields (variables) you want to include in the report.
    • You can:
      • Select fields individually.
      • Use the "Select all fields" option.
      • Group fields by form or section.

  5. Apply Filters (Optional):

    • Add filters to include only specific data in the report. For example:
      • Show data for specific records or participants.
      • Filter based on field values (e.g., include only records where "Age > 18").
    • Use the "Add Filter" option and specify the conditions.

  6. Set Display Options:

    • Choose how to display the report:
      • Order Fields: Drag and drop fields to reorder them.
      • Sort Records: Define sorting criteria (e.g., sort by "Record ID" or "Date").
      • Limit Rows Per Page: Specify the number of rows to display per page in the report.

  7. Save and Test the Report:

    • Click "Save Report" to save your settings.
    • View the report to ensure it meets your requirements.

  8. Access and Share the Report:

    • Access the report anytime from the "Reports & Stats" page.
    • Share the report results with team members by exporting the data (e.g., CSV, Excel, PDF).

Additional Notes:

  • Custom Calculations: Use calculated fields in your report if your project has them.
  • Permissions: Ensure you have the necessary permissions to create and view reports. If you don’t, contact your REDCap administrator.
  • Dynamic Reports: Reports update automatically when project data changes, ensuring real-time access to updated information.

By following these steps, you can create tailored reports to analyze and extract insights from your REDCap project data.