Run a COI Basic Report

Use the processes outlined here to perform actions on the Basic Report, which is primarily used to gather information relating to participant responses to questions.

Step-by-step guide


 Show Me How to Use the Basic Report Filters
To use the filters on the Basic Report, refer to the following steps:
  1. Of all of the search filters available, the only one that is required is the 'Questionnaire' filter. Select the questionnaire from the dropdown menu. The chosen questionnaire is the one from which participants will be shown. (It is not required to use any other search filters on this page. If you simply wish to bring up a list of all participants without filtering, you may click the Search button right away to do so. If you are using filters, please consult the following pages and configure the necessary filters before clicking 'Search')
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  2. The 'Status' filter allows you to select one or more statuses of participants to include in the search results. Only participants that currently have one of the selected statuses will appear in the participant list.
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    2.  Click here to see a summarized list of the different Statuses available

      Not Started – Searches for participants who have not yet started the questionnaire.

      In Progress – Searches for participants who have begun but not finished the questionnaire.

      Pending – Searches for participants who have finished the questionnaire but have not yet had their results evaluated.

      Review Pending – Searches for participants whose results have been examined by an approver but not yet approved or declined.  

      Approved – Searches for participants whose results have been reviewed and approved.

      Not Approved – Searches for participants whose results have been reviewed and declined.

      Approved w/ Conditions – Searches for participants whose results have been reviewed and approved, with comments provided to ensure the results remain non-conflict.

      Updated Pending – Searches for participants who have submitted their responses more than once in a single reporting period and have not been automatically approved. 

  3. The 'Question' filter will only show results for the selected question. Only one question may be selected per report.
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  4. The 'Answer' filter options are based on the Question field. In the example below, question 2 uses a Yes/No answer prompt type. If one of those responses was chosen for the Answer field, then only results that matched that question and answer would appear on the report. (If no participants have answered a question in a specific manner, it will not be available for selection in the Answer field. For example, if nobody had answered Yes to question 2, then Yes would not appear as a filter option.)
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  5. Many of the filters are based on participant attributes and will search those fields for matching data. For example, if you were to enter “Smith” in the Last Name field, you would bring up a list of participants whose last name contained or matched “Smith.” If you wanted to see a specific participant, you could enter their Employee Number and it would bring up any participant whose Employee Number contained or matched the text entered. You may also mix and match any of the filters to create a very specialized search. (Department, Role, Facility, and State are multi-select dropdown menus containing all matching entries for each field within this specific questionnaire. You may select one or more of each, and the participant must have at least one of the selected entries in each field in order for their results to appear in the report.)
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  6. The 'Keyword' filter will show results based on the text entered. This commonly takes one of two forms:
    • Enter Yes or No – If one of these words is entered into this field, then all results that match that answer will display. Using this filter, for example, you could search the entire questionnaire for anyone who answered Yes to any question.
    • Enter search text – This filter will also search through answers with Single/Multi-Line Text prompt types. Entering text will bring up results that match or contain the text entered within the response.
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  7. When set to Yes, 'Auto Approved' will show results for participants who were approved using auto approval logic. Similarly, when set to Yes, 'Approval Routing' will show results for participants who currently have or have had an active approval routing workflow. Setting No for either of these filters will exclude participant results for participants who underwent one of the two approval processes. (Because these two approval methods are separate, it is recommended to only use one of these filters at a time. If approval routing workflow and auto approval are not enabled, then no participant results will display when selecting Yes for these filters.)
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  8. 'Converted to Paper Process' will show or hide results for participants who underwent the paper process conversion by an administrator, depending on the option selected.
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 Show Me How to View Participant Data
To view participant response data on the Basic Report, refer to the following steps:
  1. Directly below the search filters, you will find the participant response data. The results displayed in this list will depend on the filters used. The columns in this list detail the following:
    1.  Response Data Table Columns

      Action – Enables both PDF and Attestation reports for the participant in that row.
      Emp No – The participant’s employee number.
      First/Last Name – The participant’s first and last name.
      Department – The participant’s department.
      Role – The Role(s) that have been selected for the participant.
      Facility/State – The participant’s facility and state.
      Question – The title of the question being answered.
      Answer – The participant’s response to the question.

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  2. The top and bottom of the participant list has functions available for multiple pages of participants. Using the arrow icons, you may move from one page to another. The dropdown menu changes how many participants will appear on each page of the list; this is up to 50 by default, but can be changed freely. The current and total number of participants on the list is displayed on the right side of the list.
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  3. For the Employee Number, First Name, Last Name, Department, Role, Facility, and State columns, you may click the column header to sort the participant results based on that column. Clicking once will list participants in ascending order (From A to Z) based on that column. Clicking again will list participants in descending order (From Z to A) based on that column. (These sorting methods do not carry over to the Excel Export spreadsheet.)
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 Show Me How to Export the Basic Report
To export the participant list to an Excel file, perform the following steps:
  1. Click the Excel Export button.
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  2. The spreadsheet contains columns identical to those seen on the Basic Report page, and lists one row for each participant response.
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 Show Me How to View a PDF of a Participant's Current Disclosure
To view a PDF version of the participant's most recent questionnaire responses, perform the following steps:
  1. Under the 'Action column', click the letter abbreviation for a participant’s results.
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  2. The 'Details' window will appear, which shows all of the participant’s most recent responses to the questionnaire. To go to the report page, click the 'Print in PDF' button.
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  3. The report will export the details of the participant’s most recent questionnaire to a new page, allowing simple conversion to a PDF file.

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 Show Me How to Use the Attestation Report
To use the attestation report to view one or more of a participant's past questionnaire responses, perform the following steps:
  1. Click the Adobe PDF icon under the 'Action' column.
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  2. The Attestation Picker window allows you to select one or more attestations based on the date of submission. After choosing at least one, click the View button to see the report.
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  3. The attestation report includes the status at the time of the submission, as well as a copy of the general agreement and date of submission at the bottom. If multiple dates of attestation reports were selected, they will appear on this page one after another.
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Did you know: The Basic Report can only filter by one question and response per report run. If you would like to combine filters for multiple questions/responses at once, the Custom Reports can be used for this purpose.



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