Changes for page Creating a New Report - Overview
Last modified by karimpirani on 2014/07/10 16:59
From 7.1 to 6.1
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... ... @@ -1,1 +1,0 @@ 1 -Creating a New Report - Overview - Parent
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... ... @@ -1,66 +1,0 @@ 1 -The following is an overview of how to create reports and different actions you can take in the process. 2 - 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. 5 - 6 -[[image:report overview - 1.PNG]] 7 - 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. 12 - 13 -[[image:report overview - 2.PNG]] 14 - 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 -[[image:report overview - 3.PNG]] 19 - 20 - 21 -4. Let's examine in closer detail some of the capabilities you have with this screen and report tool in general. 22 - 23 - 24 -a. Toggling through various report types 25 - 26 -[[image:report overview - 4.PNG]] 27 - 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. 35 - 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: 42 - 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: 56 - 57 - 58 - 59 -* Id: 60 -* Name: 61 -* Description: 62 -* Report Type: 63 -* Last Updated: 64 -* Schedule Frequency: 65 -))) 66 -)))