Last modified by karimpirani on 2014/07/10 16:59
From version Icon 12.1 Icon
edited by karimpirani
on 2014/06/27 18:23
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To version Icon 19.1 Icon
edited by karimpirani
on 2014/07/10 16:42
Change comment: Upload new image report toolbar post-generation.PNG

Summary

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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.
2 2  
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.
5 5  
6 6  [[image:report overview - 1.PNG||width="100%"]]
7 7  
8 8  
9 -2. Once you select this option, go down to the third option entitled "Reports."
9 +2. Once you select this option, go down to the third option entitled "Reports."(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)
10 10  
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.
11 +[[image:new reports option - for all reports.PNG]]
12 12  
13 -[[image:report overview - 2.PNG||width="100%"]]
14 14  
14 +3. Upon clicking on the "Reports" option, you will be taken to the home screen for generating, saving, and running reports.
15 15  
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.
17 -
18 18  [[image:report overview - 3.PNG||width="100%"]]
19 19  
20 20  
21 -4. Let's examine in closer detail some of the capabilities you have with this screen and report tool in general.
19 +4. Let's examine some of the capabilities you have with this screen and report tool in general in closer detail
22 22  
23 23  
24 24  a. Toggling through various report types
25 25  
26 -[[image:report overview - 4.PNG||width="100%"]]
24 +[[image:report overview - 4.PNG||style="width: 60%; margin-right: auto; margin-left: auto; display: block;"]]
27 27  
28 28  
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
28 +* **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
29 +* **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
32 32  
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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36 36  
37 37  b. Report Options
38 38  
39 -[[image:report overview - 5.PNG||width="100%"]]
37 +[[image:general report overview - new toolbar.PNG]]
40 40  
41 41  There are many things you can do with your report and list of reports, as outlined below:
42 42  
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
47 47  * **New Saved Personal Report**: this is the button to click if you want to enter new parameters and create a new report
48 48  * **Delete Report**: if you are done with a report or have created it by accident, press this button
49 -* **Copy**: this feature allows you to copy the exact parameters of your report, which may make it easier to run a report with similar parameters without having to re-enter all the information
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
46 +* **Copy**: this feature allows you to copy the exact parameters of your report, which may make it easier to run a report with identical parameters without having to re-enter all the information
47 +* **Copy to Master**: this feature allows you to copy the exact parameters of your report to a master report, which may make it easier for supervisors or other Admin Users to create and run a shared report with the same parameters without having to re-enter all the information
48 +* **Run Report**: this is the button to click once you have chosen all your parameters and reviewed them for accuracy. Note that the drop-down menu will provide you with 2 options: Immediate or Delivered.
49 +** Immediate: a new report will be generated in a new tab or window right away
50 +** Delivered: a new report will be generated and sent to you as a PDF via the email address associated with your user/account
51 51  
52 52  (((
53 +
54 +)))
55 +
56 +(((
53 53  c. List of reports
54 54  
55 55  
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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)
64 +* **Id**: a unique identification number for your report
65 +* **Name**: the name of your report; you can change this in the parameter section (see below)
66 +* **Description**: the description of your report; you can change this in the parameter section (see below)
67 +* **Report Type**: tells you what type of report you are creating/running
68 +* **Last Updated**: indicates when the parameters or other information in the report was last updated
69 +* **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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