Creating a New Report - Overview
The following is an overview of how to create reports and different actions you can take in the process.
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.
2. Once you select this option, go down to the third option entitled "Reports."
3. Upon clicking on the "Reports" option, you will be taken to the home screen for generating, saving, and running reports.
4. Let's examine some of the capabilities you have with this screen and report tool in general in closer detail
a. Toggling through various report types
- Personal Reports: Personal reports are reports you can create and run yourself, which allows you to choose the parameters and see the results directly
- 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
- 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
NOTE: access to each of these will depend (and might be restricted) based on your role or the assignment of responsibilities withing your organization.
b. Report Options
There are many things you can do with your report and list of reports, as outlined below:
- Refresh: check to see if there are any new reports available for viewing
- Open Selected: applies if you click on a report; it enables you to view/change the parameters of the report
- Show Filter: allows you to search for reports based on their name
- New Saved Personal Report: this is the button to click if you want to enter new parameters and create a new report
- Delete Report: if you are done with a report or have created it by accident, press this button
- 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
- 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
- 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.
- Immediate: a new report will be generated in a new tab or window right away
- Delivered: a new report will be generated and sent to you as a PDF via the email address associated with your user/account
c. List of reports
This table provides you a list and many details for all your reports, as outline below:
- Id: a unique identification number for your report
- Name: the name of your report; you can change this in the parameter section (see below)
- Description: the description of your report; you can change this in the parameter section (see below)
- Report Type: tells you what type of report you are creating/running
- Last Updated: indicates when the parameters or other information in the report was last updated
- Schedule Frequency: designed more for master and shared report, this feature lets you know how often the report runs (e.g. weekly or monthly)
d. The right pane (used mainly for parameter entry)
- 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.
- Also, please make sure to hit the Save button (represented by the floppy disc icon) to save your parameters and any other changes