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 graph.
2. Once you select this option, go down to the third option entitled "Reports."
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.
3. Upon clicking on the "Saved and Named Reports" option, you will be taken to the home screen for generating, saving, and running reports.
4. Let's examine in closer detail some of the capabilities you have with this screen and report tool in general.
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 a supervisor, for example, wants to generate a report and send it to some clinicians and/or caseworkers
- 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
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 similar 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. A new report should be generated in a new tab or window
c. List of reports 
This table provides you a list and many details for all your reports, as outline below:
Id:
Name:
Description:
Report Type: