Embedded Report Field

You can use the Embedded report field to create a mini-report within an event form. The report can be for the same or a different event form. For example, you can choose to include an embedded report within a medical event form so that important medical information, such as daily wellness, can be referred to.

Web:

Mobile app:

An embedded report can contain data from the form that it is embedded within, or it can contain data from another event form. The person viewing or editing the form will need to have data permissions for the event form that has been embedded as a report in order to be able to see the report.

Embedded reports are usually included in forms so that there is less need to navigate away from a record to fill it out successfully. They are designed to reduce the likelihood of someone half filling out a form – but not completely – because they don’t have ready access to relevant or contextual data.

If needed, you can enable or disable the ability for the user to add a new record for the embedded event form.

Steps to build a form that uses an Embedded Report field

1. Log in to the builder interface.
2. Select the Event Forms tool.
3. Select New Event Form from the Options drop-down.
4. Name and categorize your new event form.
5. Add an Embedded Report field from the standard menu.
6. Name the embedded report field.
7. Choose which event form you want to embed as a report.
8. Set up any filters you think might help display the records that are most relevant to the reader.
9. Choose which fields you want to have show up as columns in your embedded report.
10. Set up any visibility criteria you need.
11. Set the field advanced properties, including:
    • Do you want the About (athlete name) column to show?
    • Do you want the By (who last saved the record) column to show?
    • Do you want this embedded report to show in tables (reports or performance history)?
    • Do you want to allow users to add a new record for the event form in the report? Disabling this removes the Add new button from beneath the report.
    • Do you want to set a dynamic date range for the report based on date fields within the event form? You can set none, one or both of these dynamic dates.
    • Do you want to show the embedded report in group mode? Note that embedded reports are always shown as the first column in group mode and cannot be hidden using group entry tabs.
    • Do you want to sort by a field in the report? A drop-down menu will show all of the fields that you have selected to show in the embedded for you to select an option.
    • Do you want the data to be sorted in ascending or descending order? If you are sorting a numeric or option field and the sorting order is incorrect, confirm that the field contains scores (in the case of options) and a Best value in the field settings.
    • Do you want this embedded report to appear when the record is exported as a PDF?
12. Save the event form.
13. Assign data permissions to your role to allow you to test this form on the main interface. Remember that you’ll need to have data permissions for the event form you’ve embedded as well as the form you’ve just built.

If you choose to include a body area diagram in an Embedded report (e.g. to show athlete injuries), you can make reporting much easier by setting up filters to group this data. This grouping option only exists for body area diagrams. To enable this, you will need to choose which fields you want to have show up as columns in your embedded report.