Last modified by karimpirani on 2014/07/10 16:59
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edited by karimpirani
on 2014/06/27 18:23
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edited by karimpirani
on 2014/07/08 18:05
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1 1  The following is an overview of how to create reports and different actions you can take in the process.
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3 3  
4 -~1. The most useful tool to you in this process can be accessed through the top menu bar and by selecting the "Reports and Analytics" option represented by a graph.
4 +~1. The most useful tool to you in this process can be accessed through the top menu bar and by selecting the "Reports and Analytics" option represented by a bar graph.
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6 6  [[image:report overview - 1.PNG||width="100%"]]
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11 11  2.1 Though there are many options of report type available to you, the fastest way to access all possibilities is by selecting the "Saved and Named Reports" option.
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13 -[[image:report overview - 2.PNG||width="100%"]]
13 +[[image:report overview - 2.PNG||style="width: 50%; margin-right: auto; margin-left: auto; display: block;"]]
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16 16  3. Upon clicking on the "Saved and Named Reports" option, you will be taken to the home screen for generating, saving, and running reports.
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18 18  [[image:report overview - 3.PNG||width="100%"]]
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20 20  
21 -4. Let's examine in closer detail some of the capabilities you have with this screen and report tool in general.
21 +4. Let's examine some of the capabilities you have with this screen and report tool in general in closer detail
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23 23  
24 24  a. Toggling through various report types
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26 -[[image:report overview - 4.PNG||width="100%"]]
26 +[[image:report overview - 4.PNG||style="width: 60%; margin-right: auto; margin-left: auto; display: block;"]]
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29 29  * **Personal Reports**: Personal reports are reports you can create and run yourself, which allows you to choose the parameters and see the results directly
30 -* **Shared Reports**: Shared Reports are reports that other users have shared with you; these are useful when a supervisor, for example, wants to generate a report and send it to some clinicians and/or caseworkers
31 -* **Master Reports**: Master Reports are reports generated by supervisors or other individuals who wish to generate reports for the purpose of disseminating the information and results to others
30 +* **Shared Reports**: Shared Reports are reports that other users have shared with you; these are useful when an Admin User, for example, wants to generate a report and send it to certain assigned roles like supervisors, clinicians, and/or caseworkers
31 +* **Master Reports**: Master Reports are reports generated by Admin Users who wish to generate reports for the purpose of disseminating the information and results to others
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33 33  (((
34 34  NOTE: access to each of these will depend (and might be restricted) based on your role or the assignment of responsibilities withing your organization.
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40 40  
41 41  There are many things you can do with your report and list of reports, as outlined below:
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43 -
44 44  * **Refresh**: check to see if there are any new reports available for viewing
45 45  * **Open Selected**: applies if you click on a report; it enables you to view/change the parameters of the report
46 46  * **Show Filter**: allows you to search for reports based on their name
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50 50  * **Run Report**: this is the button to click once you have chosen all your parameters and reviewed them for accuracy. A new report should be generated in a new tab or window
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52 52  (((
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53 +)))
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55 +(((
53 53  c. List of reports
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57 57  
58 58  This table provides you a list and many details for all your reports, as outline below:
59 59  
60 -* Id: a unique identification number for your report
61 -* Name: the name of your report; you can change this in the parameter section (see below)
62 -* Description: the description of your report; you can change this in the parameter section (see below)
63 -* Report Type: tells you what type of report you are creating/running
64 -* Last Updated: indicates when the parameters or other information in the report was last updated
65 -* Schedule Frequency: designed more for master and shared report, this feature lets you know how often the report runs (e.g. weekly or monthly)
63 +* **Id**: a unique identification number for your report
64 +* **Name**: the name of your report; you can change this in the parameter section (see below)
65 +* **Description**: the description of your report; you can change this in the parameter section (see below)
66 +* **Report Type**: tells you what type of report you are creating/running
67 +* **Last Updated**: indicates when the parameters or other information in the report was last updated
68 +* **Schedule Frequency**: designed more for master and shared report, this feature lets you know how often the report runs (e.g. weekly or monthly)
66 66  
67 67  (((
68 68  d. The right pane (used mainly for parameter entry)
Icon general report overview - new toolbar.PNG
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