The GoReport Management Portal is the web interface through which you can manage the design, content and pre-defined settings of your iOS data capture and published report outputs.
The portal is usually managed by an individual or small number of people who have been granted administrator rights to control content.
The following article provides an overview of the menu items at the top of the screen.
Main Menu Items
Data Captures
When you login to the Management Portal you will automatically enter the Data Capture section of the portal.
The Data Captures field includes a complete list of templates created by GoReport or templates you or your team created using GoReport Creator.
Select Data Captures or the GoReport logo at the top left of your screen to bring you back to the list of reports created on the Management Portal.
Tags
GoReport Tagging functionality helps you better manage, filter and report on the surveys and inspections that you create.
Your surveys and inspections will be at a different stages of their lifecycle, whether it’s ‘Draft’, ‘In Progress’, ‘Waiting Approval’, ‘Complete’, etc. easily track the progress and performance of individual or multiple reports, through tags.
The feature has been designed to be flexible, i.e. you can generate your own tags so you have control over your database of reports to meet your specific needs. Categorising and organising a high volume of reports using tags is helpful to make decisions based on a particular subset of surveys.
Tip: Use combination of keywords and colours, that make sense to you, adding more context to your database of surveys.
To add a tag select New Tag.
Give your tag a name and select a colour from the chart or enter an RGB code if you have one.
Select Save.
By logging into the GoReport Web Portal you can seamlessly organise reports into categories that make sense for you, helping you make decisions and drive your task or project forward.
For more information on Filter tags on the web portal go to Filtering data on the web portal
Users Tab
Easily Add, Edit or Search for a user.
Add User
Select Add User and enter the person’s Name and E-mail address to get set up quickly.
Edit User
The Admin user screen presents a range of options, allowing you to personalise each profile.
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Personal Information |
This information will be used when displaying author information for your reports. |
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Digital Signature |
If enabled, any images added to this section can be included in the user's reports as a digital signature. |
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Access Control |
Control the level of access the user will have. Standard users are unable to access the Management Portal or view other user's reports. |
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User Access |
Control a user's access to GoReport. If you choose to deactivate a user their reports will not be affected but they will no longer be able to access the Web Portal or Upload/Download reports. |
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Password Reset |
Erase any currently stored password and email the user to ask them to set up a new password. Caution: This user will be logged out of all active sessions, their current password will be deleted and they will be sent an email with instructions to reset their password. |
Once you are finished updating your profile, select Save. This will bring you back to the list of users.
Teams Tab
Teams enables you to manage and control access to templates and ensure that users can see and access only the templates that are relevant to their daily work.
The following articles guides you through how to:
- Create a Team
- Manage Users within a Team
- Manage Data Captures by choosing which templates you would like to share with each team
Account Tab
Completing the Account section of the management portal section can be extremely useful when creating a data capture. Simply enter your company details listed under each heading; General Details, Address Details etc.
When you’re ready to create design items for Text or Paragraph within your data capture, under “Default value”, you can select a “default token” e.g. Author Address to automatically pull the address over from your account settings to the data capture template.
Company Logo:
Upload your logo in the correct format for it to automatically appear in the header of any document you publish.
Note: You can change the logo at any time or delete it from the published report at any time.
Reports Tab
Click on Reports to bring you to the Web Portal. From here you can check out your data capture and publish a report for any data captures that are in Test Phase or Live.
GoReport Web Portal:
You are now ready to Create a Data Capture in the GoReport Management Portal.
