Create a report (research support)

Overview

This guide explains how to generate, save and automate a report based on research output using the ResearchNow reporting module.

If you don't have access to Reporting, contact ResearchNow team.

Process

Steps

1. Login in to ResearchNow

2. On workspace select BETA New Reporting on left hand side. A new window will open up 

3. Select Create a New Workspace and then select Research Outputs:

   1. The Research Output type will appear as default on the Data table tab. Select Value on top right hand side. A list of all research output fields will appear organized by categories 

   2. Select Add column

   3. On right hand side select Select Value and add value.  This will allow you to add values belonging to research output data type 

   4. Select Add column

   5. On right side select Select Value and add value on research outputs related content. This will allow you to add values from data types that are related to research outputs e.g. Persons, Organisation Units, External Persons etc). You will notice that when you do this the columns you select will be organized by datatype on the Data table. 

   6. Select Research Outputs at top of table. This will select all of the value columns you selected for Research Outputs

   7. Select Filter on right hand side and then Add filter 

   8. Select a value to filter on e.g. Type and then Type

   9. Select a Type to filter on e.g. Article 

4. Select Save as and Save Workspace

5. Select Export as CSV. You can export as csv or Excel 

6. Select Share. Select either an individual user or set of all users who have access to research output datatype to share report with

7. Select Data Story tab towards the bottom of the screen:
   

   1. Select Chart i.e. bar, column etc. A visualization will appear

   2. Add Title  

   3. Drag and drop Dimensions and Measures based on your Data table to the visualization. Note that only a single Dimension and Measure can be selected at a time.

8. Select icon next to New Reporting on top left hand side 

9. Select Shared by Institution. You will see a list of reports that have been shared with you if you have access to same datatype.