How do I set up the values for my reports?

When setting up a report template, you can adjust how the values of the parameters should be rated.

As an example, the parameter values can describe how satisfied a customer is with a given task.

In this article, you will learn more about:

How to adjust the values
How to set the default value
What does the dropdown option look like?
What does the checkbox option look like?
What does the buttons option look like?

Adjusting the values on a report template

In the top menu, click on Settings and go to the section Values

In this section, you need to decide the following:

The type of values
The quantity, i.e. the number of values
The name of the values
What you want your default value to be

Click on the dropdown menu under Type and pick one of the following options:

Dropdown
Checkbox
Buttons

In Quantity, select the number of values you want

The number determines how many options you can choose between when filling out the report. (The amount varies depending on your selected Type)

Selecting a default value

In the field next to Default Value, click on the dropdown menu and select the value you want.

A parameter will always be preset to the default value in the Rating column of a report. You can use this setting to make the filling-out process as quick as possible if you know you have a value that is often relevant for a report.

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This is what the dropdown option looks like

Dropdown

This option allows you to select between 2–10 values.

This is what the checkbox option looks like

Checkbox

This option only provides one value, meaning that you cannot alter the quantity.

This is what the buttons option looks like

Buttons

This option allows you to select between 2–6 values that will appear as emojis when you fill out the report.

Continue to the category: Report template settings

In this category, you will learn more about setting up the content of your report templates