Creating Reports
After filling in the information you can generate a report. Click on the "Show Report" button at the bottom of the survey page to switch to the report view.
At the top of the report view you will see buttons to print or email the report.
Printing a report
To print a report, click on the Print Report button at the top of the report view.
The default print settings should work just fine. If the reports look strange or overflow, check the following:
- Background graphics should be enabled.
- Headers and footers should be disabled.
- Disable margins.
- Print on US Letter (8.5" x 11") or A4 (210mm x 297mm) paper
Emailing a report
To send a report by email, click on the "Email Report" button and a summary of the results will appear in your default email client. If the wrong email program opens it means you don't have the correct program set as the default. You can usually fix this by going to the settings for the email program you want to use.
Transferring entries between web and desktop
The desktop app reads and writes entries to .her files.
Drag a .her file onto the online version to open it. Click the "HER" button in the entries sidebar of the web app to download a .her file for use with the desktop app.
Exporting results to a spreadsheet
After a health expo, it's useful to put all your results in a spreadsheet for quick follow-up. To do this, click on the three dots above the entries sidebar, then click on "export all entries to CSV". Once the file downloads, open it with your spreadsheet software.
You can also use this to aggregate results from multiple computers. Make an export from each computer, copy them to a single computer, and then merge the spreadsheets.
Speed tips
As usual, there are some keyboard shortcuts to help save time.
- Toggle between the survey and report views with the Esc key.
- Print the report with Cmd+P (Ctrl+P on Windows). Note that this will work even if you are on the survey view.
- Email the report with Cmd+E (Ctrl+E on Windows). This also works from anywhere.