Excel reports

Reports can be created by going to Reports under the Report menu. Here you will find three types of report options, Excel report, Word reports and Aggregated reports. In this tutorial we will look at the Excel report, check the tutorials for the other reports.

Creating an Excel report

In this tutorial we use a field crop inspections survey to create an Excel report listing fields with seed class "Breeders" and we want to see all the registration data and for the inspection data only the crop stage and the data field Does this crop conform the standards. To do this we need to select the Inspection questionnaire, when selected it will show all the data for the Inpection. The next step is to filter the data such that we only see the see class "Breeders", for this we type in the Class column in the filter field "Breeders", this will filter out all the seed varieties of the seed class Breeders. The next step is to show columns we want to see and hide the columns we do not want to see. To do this click on the three horizontal lines in one of the column titles, in the popup window you can tick the columns you want to show and untick the ones you want to hide. In the figure below you can see that the data is filtered for Breeders seed in the Class column and in the popup window we selected the fields to be shown in the report. When you click on the SAVE button you can save the report.

 

Figure 1, reports page with filter and selected columns

 

 

 

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