Overview

Compusense offers another powerful, pre-configured PowerPoint Report report. It comes preset with commonly used information and formatting, which may meet your needs without requiring customization described on this page.

Access The PowerPoint Report Builder

The PowerPoint report builder is found within tests and it is compatible with multiple sections.

1. In a test, go to the Results area.
   
   
2. Select Reports > PowerPoint builder.
   
   

Don't forget to review the Filters before generating any reports.

Understanding The Main PowerPoint Report Builder Page

1. Filters. Although applicable to all other areas of the Results page, the Filters feature is very important to remember to use should you need to exclude any of the data from your analysis before generating a custom-built PowerPoint report.
   
   
   
2. Recently generated.
   
1. Draft. Any analyst who has worked on building a report in the test you are in, and clicked Save as draft would have their draft copy available here. It is visible to all other analysts who visit this page, and they can modify the draft if they wish to do that.
   
   
2. Filter. Start typing in the box to dynamically filter the list of existing reports and quickly locate the one you need by name.
   
   
3. No recent reports. If in the test you are in, no one generated a custom-built PowerPoint report yet, you will see a text as follows: "No recent reports. Create a new report to get started."
   
   
   
4. Recently generated collections. If custom-built reports have already been generated for the test you are currently in, a list of those report collections will be displayed in a table format. 
   
   The table displays the following information: Report name, Created by, Generated on, and Open. 
   
   The table is sorted by the Generated on column in the descending order, which can be especially useful to distinguish between reports with the same name. Click on a column of your choice to sort by it either in the ascending or descending older.
   
   The Recently generated collections are ready to be used to generate reports from them using the same configuration the last report used in those collections. Generating a report from a recently generated collection will not overwrite what is currently found in the original collection that you opened; it will instead create a new recently generated collection even if you did not make any changes to the original collection. All recently generated collections are preserved in their original state for configuration reference when reviewing the reports generated from them. 
   
   Recently generated collections can also be  altered to better suit your reporting needs. Altering recently generated collection will not overwrite what is currently found in the original collection that you started working with; it will instead create a new collection. 
   
   The list of recently generated collections does not expire and these report collections cannot be deleted.
   
   
5. Column picker. Click and choose which columns are displayed in the table. Selections will be applicable in your view; it will not affect other users.
   
   
6. Navigation tools. Across the bottom of the page, below the table, you can use the navigation tools to control how many records are displayed per page and to browse through pages.
   
   
3. Shared collections. Collections of slide sets available in every test regardless of test type. When generating reports using shared collections, only slides compatible  with questions included in the report will be generated.
   
   Compusense distributes with the software several pre-set shared collections. Additionally, some custom-built collections may be shared with you by your colleagues, or you may have saved collections just for yourself, or share them with others. The ability to share with others depends on your permissions level. 
   
   
   
   
1. Filter. Start typing  in the box to dynamically narrow down the list of shared collections.
   
   
2. List of shared collections. A list of shared collections distributed by Compusense or saved by you and/or your colleagues, displayed in a table format. 
   
   The table displays the following information: Report name, Created by, and Delete.
   
   The table is sorted by the Report name column in ascending order. To change the sorting, click on any column header to sort by that column in either ascending or descending order.
   
   The shared collections are ready to be used to generate reports from them in any test. You can use them as is, or you can update them as needed before generating a report. Generating a report from a shared collection will not overwrite what is currently found in the original shared collection that you opened; it will instead create a new recently generated collection even if you did not make any changes to the original collection. See the point 2.D. above for details. 
   
   Shared collections can be altered if necessary to better suit your reporting needs. Altering shared collection will not overwrite what is currently found in the original collection that you started working with; it will instead create a new collection that you can name differently to distinguish it from the original. You can save the new collection for yourself and, if you have sufficient permissions, for other analysts. 
   
   With sufficient permissions, you can delete shared PowerPoint report collections that are no longer needed. Shared collections distributed by Compusense cannot be deleted. Shared collections saved for multiple groups can be deleted only if you have access to all the groups the shared collection is saved to.
   
   
3. Column picker. Click and choose which columns are displayed in the table. If it happens that there are two or more shared collections with the same name, display the Report ID column to easily identify which report collection was more recently created (the higher the Report ID, the more recent the collection creation date is).
   
   
4. Navigation tools. Across the bottom of the page, below the table, you can use the navigation tools to control how many records are displayed per page and to browse through pages.
   
   

I Want To Use a Shared Collection To Generate My Report

1. In the PowerPoint report builder screen, click the Shared collections tab.
   
   
2. Click the report collection you wish to use.
   
   
3. Review all items in the collection and update as necessary. 
   
   Do not worry, your changes will not alter the original shared collection! It will create a new draft collection for you. You can always save the draft as a new collection that includes the changes you applied. Depending on your permissions level, you might be able to save the collection for yourself only or for entire Analyst group(s).
   
   
4. When happy with the changes, click Create my report.
   
1. Recent reports screen will open up for you where you can download the report from.
   
   
2. If you return to the PowerPoint report builder screen, you will see in the Recently generated tab that your own collection was created with the changes you applied.
   
   
3. If desired and if you have sufficient permissions, you can always save your collection into the Shared collections.

Understanding The Report Building Options

1. Review and update the report details
   
   
2. Set the data source and visualization
   

I Want To Build My Own Report From The Beginning

1. On the right side of the PowerPoint report builder screen, click Create new.
   
   
2. Build your report collection.
   
   
3. When happy with it, click Create my report.
   
   
4. Download and open the report to review.

I Want To Save a Draft Of My Report

Drafts are saved until someone opens them and generates a report from them or saves them as shared collections.

1. Within the report you are building, in the top right corner, click Save as draft. This will save a draft of your progress so far.
   
   
2. You may continue building your report, or perform some other task within or outside of Compusense as needed. You can always reopen the PowerPoint report builder to access your draft and resume building it.

I Want To Save My Report As Collection

1. Start building your report, or open a draft, or open a recently generated report, or open a shared collection.
   
   
2. When you are ready to save the collection, in the top right-hand corner, click the bookmark icon. 
   
   
   
3. By default, Me only is the selected option. Click that option:
1. If you are able to see a list of analyst groups to choose from, that means that you have sufficient permissions to save the report collection to at least one analyst group. If you wish to do so, select the analyst group(s) you wish to save to and click Save.
   
   
2. When you click Me only, if the list does not expand (it seems like nothing is happening when you click the box), that means that you have permissions to save the collection for yourself only. If you wish to do so, click Save.
   
   
4. The collection will be accessible from the Shared collections tab and will have the name you entered in the Report name field when you were building the collection.

I Want To Edit Existing Shared Collection

1. You saved a collection for yourself only.
   
2. You saved a collection for one or more analyst groups.
   
3. Someone else saved the collection for one or more analyst groups and you have sufficient permissions to update it in all groups.

1. In the PowerPoint report builder screen, click the Shared collections tab.
   
   
2. Click on the name of a shared collection you wish to edit to open it.
   
   
3. Update the collection as necessary making sure that you update the Report name because this will be your new shared collection's name. If it is beneficial to see what the report will look like before you save the collection, generate the report and review. You can always open the collection from Recently generated tab, update it as needed, and save it as a shared collection once happy with it.
   
   
4. When happy with the changes, click the bookmark button.
   
   
   
5. By default, Me only is the selected option. Click that option:
1. If you are able to see a list of analyst groups to choose from, that means that you have sufficient permissions to save the report collection to at least one analyst group. If you wish to do so, select the analyst group(s) you wish to save to and click Save.
   
   
2. When you click Me only, if the list does not expand (it seems like nothing is happening when you click the box), that means that you have permissions to save the collection for yourself only. If you wish to do so, click Save.
   
   
6. The collection will be accessible from the Shared collections tab and will have the name you entered in the Report name field when you were building the collection.

I Want To Delete a Shared Collection

Let's say you followed the steps to edit an existing collection and now you want to delete the original, to avoid confusion. If you have sufficient permissions, follow the steps below to delete a collection. If you cannot see the trashcan icon next to a collection, you will know that you do not have sufficient permissions to delete that particular collection. 

Shared collections distributed by Compusense cannot be deleted. Shared collections saved for multiple groups can be deleted only if you have access to all the groups the shared collection is saved to.

1. In the PowerPoint report builder screen, click Shared collections tab.
   
   
2. In the far right column for the collection you wish to delete and review the Created by column. If you are not the creator of the shared collection you wish to delete, please contact the owner to inform them of your intentions. 
   
   
3. When absolutely certain that you want to delete the collection, click the trashcan icon.
   
   If the trashcan icon is not visible to you, that means that you do not have sufficient permissions to delete the particular collection.
   
   
4. Confirm your action. The collection will be removed from all groups it was saved to. 
   
   

I Want To Save a Recently Generated Report As a Shared Collection

I Want To Delete a Recently Generated Collection