Version 8.1 by karimpirani on 2014/06/27 18:13
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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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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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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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13 [[image:report overview - 2.PNG]]
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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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18 [[image:report overview - 3.PNG]]
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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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26 [[image:report overview - 4.PNG]]
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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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39 [[image:report overview - 5.PNG]]
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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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53 c. List of reports [[image:report overview - 6.PNG]]
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55 This table provides you a list and many details for all your reports, as outline below:
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59 * Id:
60 * Name:
61 * Description:
62 * Report Type:
63 * Last Updated:
64 * Schedule Frequency:
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