Version 12.1 by karimpirani on 2014/06/27 18:23
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karimpirani 7.2 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 graph.
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karimpirani 11.1 6 [[image:report overview - 1.PNG||width="100%"]]
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9 2. Once you select this option, go down to the third option entitled "Reports."
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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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karimpirani 11.1 13 [[image:report overview - 2.PNG||width="100%"]]
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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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karimpirani 11.1 18 [[image:report overview - 3.PNG||width="100%"]]
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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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24 a. Toggling through various report types
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karimpirani 11.1 26 [[image:report overview - 4.PNG||width="100%"]]
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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
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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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37 b. Report Options
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karimpirani 11.1 39 [[image:report overview - 5.PNG||width="100%"]]
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41 There are many things you can do with your report and list of reports, as outlined below:
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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
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karimpirani 10.2 53 c. List of reports
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karimpirani 11.1 56 [[image:report overview - 6.PNG||width="100%"]]
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karimpirani 7.2 58 This table provides you a list and many details for all your reports, as outline below:
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karimpirani 10.2 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)
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karimpirani 11.1 68 d. The right pane (used mainly for parameter entry)
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karimpirani 11.1 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
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