Update rater demographics in a report when a project is expired

To update rater demographic information in a report after a project has expired, the following procedure must be followed:

Update the rater datasource
Update the rater demographic fields
Generate the report again

1. Update the rater datasource

Depending on how Blue is configured, there are different ways you can modify or remove data:

Information source - Set up Blue to automatically pull data from your institution's local information source and it will update the Blue datasource accordingly.
Data Sync Tool - Use the Data Sync Tool to update the data from your institution's local information source. The Data Sync tool will synchronize the changes made to the local information source and update the data in Blue. For more information on the Data Sync Tool, consult the following topic: Data Sync Tool (DST) guide
Manual upload - Manually upload data into your Blue datasource. Here are the steps to do that:

IMPORTANT

The following steps can be used for subject, secondary subject and rater datasources. When using secondary subjects, remember to update the entries in both subject and secondary subject datasources.

Go to Blue Administration Console - Datasources - Datasource List.
Locate the datasource and select Edit.
Go to the Import/Export tab.
Export the datasource and download the file.

BEST PRACTICE

This is a good time to make a backup copy of the file.

Open the downloaded file and edit the data. Save the file.
Navigate to the Data tab.
Locate the data block and select Edit.
Upload the file.
Go back the Import/Export tab and select Import.

For a more detailed process, please consult the following topics: Add an object datasource, Add a user datasource

NOTE

Even after removing or editing the data from your datasource, the automatic update feature will only run at 2am. If you want to expedite the automatic update action, you can edit your project and select Save.

2. Update the rater demographic fields

After updating the appropriate datasources, you may then update the rater demographic fields in the project.

Edit the project.
Navigate to Field Management - Synchronize Rater Field.
Select the Rater Group from the list.
Under Project Fields, select the demographic fields that have been updated.
Select Update Data.

3. Generate the report again

Navigate to the PUBLISH tab of your report, and select Generate Report to include the revised user information in the report. All new reports will make use of the updated user information.