Changes for page Creating a New Report - Overview

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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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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.
	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.
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6	6	[[image:report overview - 1.PNG||width="100%"]]
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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 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
	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
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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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70	70	[[image:report overview - 7.PNG||width="100%"]]
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73		-* The right pane of the system allows you to change the parameters of your report (e.g. Start Date and Organizational Units).
74		-* It also enables you to change the name and offer a description for your report. This can be done easily by simply editing the fields marked "Name" and "Description."
75		-* Note: you must highlight your report of interest and choose the "Open Selected" option (or double click on the report) to be able to view the right pane. If you have no report selected, this are will be grayed out.
76		-* Also, please make sure to hit the Save button (represented by the floppy disc icon) to save your parameters and any other changes
	72	+The right pane of the system allows you to change the parameters of your report (e.g. Start Date and Organizational Units). It also enables you to change the name and offer a description for your report. This can be done easily by simply editing the fields marked "Name" and "Description." Note: you must highlight your report of interest and choose the "Open Selected" option (or double click on the report) to be able to view the right pane. If you have no report selected, this are will be grayed out.
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