Route reports
A route report is the counterpart to a pre-entry form: while the pre-entry form shows an empty template of a set of questions ready to be filled in, the route report provides a transcript of questions after they have been completed, including whatever responses were entered.
With the Responses recorded button you can generate a complete listing of the questions and recorded responses for any Route you choose from the dropdown. We call this a Route report. The Route report optionally contains any notes you made during the interview. You could print the Route report directly, or copy and paste from it to add narrative and detail to any final report you are preparing.
After clicking the Responses recorded button, the Route report opens inside the 3di. You will see the document as a readonly preview. In the top-right you have the option to Export Report.
rtf format will open in Word as an editable document.
xls format creates an Excel spreadsheet (see tips below).
pdf format creates a readonly document which looks identical to what you see.
In every case, the document is saved to the child's documents folder.
Editing Excel route reports
Route Reports may be exported in Excel format, in which case they are more easily read and manipulated if you do the following:
reduce the widths of the first three columns
change the font colour to black for any column where you find the text is not distinct (right-click the column letter, eg F, and choose the font colour through the menus/icons offered)
click into cell C3 and then:
set-up Autofilter dropdowns for every column by using the shortcut <Ctrl + Shift + L>
on the View ribbon or toolbar choose Freeze panes (not Freeze top row or Freeze first column) so that the column headings in row 2 and the Section and Subsection labels in columns A and B remain visible when you scroll down or scroll right)
move up by one row the contents of the ResponseOrStatus and Note_Content columns so that they are in the same row as the text of the questions to which they relate – here’s how:
select cells F5 and G5 (click over one and drag to the other; or click into F5 and then <Shift + Click> over G5)
press <Alt + E> to pop-up the Delete dialog
select Shift cells up
click OK
you may then like to remove the now empty row which follows each row containing a Qid in column D:
<Ctrl + Click> on the row number of each empty row to highlight all and only the empty rows, then right-click over any one of the highlighted rows and choose Delete from the context menu which opens – you can do this a few rows at a time if a more ambitious approach is leading to errors!
for the most condensed arrangement at the cost of losing the Section and Subsection labels you might like to delete columns A and B and then delete the now empty rows the labels used to occupy – for which you can use the <Ctrl + Click> technique of the previous bullet
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