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Manage reports and extracts

 

You can save reports and extracts as items in your project—this topic describes ways of organizing and managing them.

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Copy reports and extracts

  1. In List View, select the report or extract you want to copy.

  2. On the Home tab, in the Clipboard group, click Copy.

Keyboard shortcut  To copy, press CTRL+C.

  1. On the Home tab, in the Clipboard group, click the Paste image.

Keyboard shortcut  To paste, press CTRL+V.

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Delete reports and extracts

  1. In List View, select the report or extract you want to delete.

  2. On the Home tab, in the Editing group, click Delete.

The Delete Confirmation dialog box opens.

  1. Click Yes to confirm.

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Change the name and description of reports and extracts

  1. In List View, select a report or extract.

  2. On the Home tab, in the Item group, click the Properties image.

The Report Properties  or Extract Properties dialog box opens.

  1. Make any changes to the Name or Description of the report or extract.

  2. Click OK.

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Modify a report or extract

You can make changes to the reports or extracts in your project.

NOTE Before making changes to a predefined report or extract, it is a good idea to make a copy first.

To modify a report, use the Report Designer.

To modify an extract

  1. In List View, select an extract.

  2. On the Home tab, in the Item group, click the Properties image.

The Extract Properties dialog box opens.

  1. Make changes to the extract. You can

  • Click the Fields tab and add, modify or remove fields. You can select a field in the list and move it up or down using the arrows. You can also add or modify calculations in your extract—refer to Create or modify expressions for more information.

  • Click the Filters tab to add, remove or make changes to the filters in the extract. For more information on filters, refer to Add a filter to the reports and extracts you build.

  1. Click OK.

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Print report results

  1. Click on the report results in Detail View.

  2. Click the File tab, point to Print, and then click Print.

Keyboard Shortcut To display the Print Options dialog box, press CTRL+P.

  1. Select the required print options—refer to Print Options for more information.

  2. Click OK.

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Export report results for use in other applications

  1. In Detail View, click in the report results that you want to export.

  2. On the External Data tab, in the Export group, click Items.

The Save As dialog box opens.

  1. The exported file is saved to your default location for exported files—you can choose a different location if necessary.

  2. In the File name box, review the name that NVivo proposes for the exported file, and change it if necessary.

  3. In the Save as type box, choose the file format for the exported file.

  4. Click Save.

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Export report or extract criteria

You can export report or extract criteria as a 'template' that can be used in other NVivo projects.

  1. In List View, click the report or extract that you want to export.

  2. On the External Data tab, in the Export group, click Items.

The Save As dialog box opens.

  1. The file is saved to your default location for exported files—you can choose a different location if necessary.

  2. In the File name box, review the name that NVivo proposes for the exported file, and change it if necessary.

  3. Click Save.

NOTE

  • Report criteria are saved in NVivo Report Exchange Format (*.nvr). Extract criteria are saved in NVivo Extract Exchange Format (*.nvx).

  • You can import report or extract criteria exported from another project—click Report or Extract, in the Import group on the External Data tab.

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Hide the report map and thumbnails

When you run a report, the results are displayed in Detail View with the report map on the left and thumbnails on the right. The report map is useful for navigating to a particular section of a grouped report. You can hide the report map or thumbnails for a report.

  1. On the View tab, in the Detail View group, click Report and then click one of the following:

  • Report Map to hide the report map

  • Thumbnails to hide the thumbnails for the report.

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