Last modified by karimpirani on 2014/07/10 16:59
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edited by karimpirani
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1 +Creating a New Report - Overview
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1 +Documentation.WebHome
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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 +
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 +[[image:report overview - 1.PNG]]
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8 +
9 +2. Once you select this option, go down to the third option entitled "Reports."
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.
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13 +[[image:report overview - 2.PNG]]
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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.
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18 +[[image:report overview - 3.PNG]]
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20 +
21 +4. Let's examine in closer detail some of the capabilities you have with this screen and report tool in general.
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23 +
24 +a. Toggling through various report types
25 +
26 +[[image:report overview - 4.PNG]]
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28 +
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
32 +
33 +(((
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 +
37 +b. Report Options
38 +
39 +[[image:report overview - 5.PNG]]
40 +
41 +There are many things you can do with your report and list of reports, as outlined below:
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43 +
44 +* **Refresh**: check to see if there are any new reports available for viewing
45 +* **Open Selected**: applies if you click on a report; it enables you to view/change the parameters of the report
46 +* **Show Filter**: allows you to search for reports based on their name
47 +* **New Saved Personal Report**: this is the button to click if you want to enter new parameters and create a new report
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
51 +
52 +(((
53 +c. List of reports [[image:report overview - 6.PNG]]
54 +
55 +This table provides you a list and many details for all your reports, as outline below:
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57 +
58 +Id:
59 +
60 +Name:
61 +
62 +Description:
63 +
64 +Report Type:
65 +)))
66 +)))
Icon report overview - 6.PNG
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