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  3. GoReport Creator - How To

Design - Ratings

Capture Settings

Ratings

Publish Settings

Note: The GoReport Creator tool has a drag-and-drop interface that enables you to easily add sections to your report and move sections into the position of your choice.    

  • In the Design tab drag and drop or click on Rating to bring this field to the centre of the screen.
    ratings settings
  • Choose a title and click Add.

capture settings and add button

  • The Item Title has been updated.

item title has been updated

Tip: The data capture autosaves every change made in real time.

  • Click on the item to edit the settings.

Capture Settings

  • The Item Title can be changed at any stage before making the template live.

capture settings item title

  • A Field reference for each item is created automatically after you choose the Item Title.

Tip: The Field reference cannot be changed or updated. If you wish to change the reference name, you will need to delete the item and create a new one.

  • Field references can be copied using the clipboard icon (as shown below).

copy to clipboard button

  • The clipboard will change colour when it has been copied. This reference is then stored in the Reference Library under Publish Settings for future use.

clipboard icon has changed colour to green

  • Default Field Note Content - Enter a note, relevant to this field of content. A note can be a reminder or a prompt. This note will be excluded from the published report.

default field note content box

  • To make this Rating item a required field during data capture, use the Required Field toggle button.

required field toggle switch

Ratings:

Default Ratings: Can be set up through the Capture Settings page and can be used in any rateable field.

Custom Ratings: Ratings that are created for this specific field and can only be added through this area.

  • Default Ratings and Custom Ratings are created in the same way.
  • Select Use default ratings or Use custom ratings.
  • To add a rating, click on Add Rating (as shown below).

add rating button

The Rating label, colour, text colour and value can be customised to your preferences.

Tip: The rating label field is limited to two characters.

  • You can choose the colour for the rating and the text by using the colour selector.
  • Click Save as shown below.

default rating settings save button highlighted

Tip: If you do not want to see the Rating Label on the icon, copy the RGB numbers from the Rating Colour selector to the Rating Text Colour selector as shown below.

colour eye dropper

Tip: Default ratings and custom ratings cannot be used together for the same field.

 

Publish Settings

  • General - By using the toggle buttons, you can select whether to include this item in the published data capture and whether a page break should be included directly after.

publish settings

 Navigation buttons:

navigation buttons

Tip: When you click on an Item from the Design screen, it will automatically be placed at the bottom of your data capture list.