Creating a Report Data Source

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The data displayed in all of the charts and tables of the report come from an Illume query. Reports display the summary data returned by a query. Summary data include response counts and percentages, and may include statistics such as minimum, maximum, mean, and standard deviation. An existing query can be used as the report data source, or define a new query. Creating a query is often more convenient when there are simple data requirements (e.g. no complex filters are needed, or a large list of carefully selected variables).

Cloning a query is generally more convenient when the query already exists, or when building and testing a complex query.

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Creating a Query

To create the data source for a report:

  1. Click on the Data Source tab of the Report page.
  2. Choose the Project containing the survey or cross survey view that will supply data for the report.
  3. Choose the survey or cross survey view from the Survey list. (Both surveys and cross survey views appear in the list.)
  4. Follow the steps outlined in Creating a Query to create the query.

Cloning an Existing Query

To clone an existing query:

  1. Click on the Data Source tab of the Report page.
  2. Choose the Project containing the survey or cross survey view that will supply data for the report. The Clone Existing Query list will display all of the queries associated with the survey selected. It may take a few seconds for this list to load.
  3. Choose a query from the Clone Existing Query list.

After step 3, Illume will display the query selected, complete with the list of selected variables, filters, time periods, etc.

 

It is possible to edit this query for the report, and the edits will not affect the original query. Conversely, any changes made to the query from which this was cloned will not affect this query.