Changes for page Shared Reports and Report Subscriptions

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• Page properties (1 modified, 0 added, 0 removed)

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7	7	The Admin User first sets up the report, just as they would any other report, with 2 exceptions/additions. Basically the 3 main items are:
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10	10	1. Create the report as it is desired to have everyone run it. It will be the same report for all users with the added element that the report will only be run for the OUs, staff and clients they are responsible for and have access to view for everyone else that runs this "Shared Report." Basically, they will only see what they have responsibilities for when they run the report for themselves.
11	11	1. The **OUs** overall should be selected for this report. The Admin User will often select all OUs and let the report break it down for each staff user running the report. The Admin User can also create this report just for a specific set of OUs, possibly in a situation where the report would only apply to those specific OUs for any reason.
12	12	1. The **Shared Roles** need to be selected. This selection determines what Staff User Roles will have this report shared with them to run.
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19	19	Also shown is the drop down for the OUs with all the OUs selected as well as the drop down for the Shared Roles with the 'Supervisor' role selected for this report.
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22		-[[image:Shared Reports - Admin - Master Tab.png]]
	21	+[[image:Shared Reports - Admin - Master Tab.png||width="90%"]]
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25	25	[[image:Shared Reports - Admin - Master Tab zoom.png]]
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32		-[[image:Shared Reports - Admin Master Menu view.png]]
	31	+[[image:Shared Reports - Admin Master Menu view.png||width="70%"]]
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35	35	Once this "Shared Report" is saved, the report will show up in the Staff in the appropriate OUs in the specific shared role of the report- in their **Shared Reports tab **of Reports.
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55	55	[[image:Shared Reports- Note Shared Reports Tab 2.png]]
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58		-When a Staff User goes into a Shared Report, they will not be able to modify any of the elements in that Shared Report. It can only be run as it was designed by the Admin User. Notice that the items in the drop down box are all showing but grayed out, as they can not be modified.
	56	+When a Staff User goes into a Shared Report, they will not be able to modify any of the elements in that Shared Report. It can only be run as it was designed by the Admin User. Notice that the items in the drop down box are all showing but grayed out, as they can not be modified. This is shown below for the entire report with 2 drop down items and in a blow up view below that, it shows only the OUs specific to this Staff User that are grayed out as they cannot be changed on this report.
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61	61	If a Staff User would like to modify and use this report in a different way, they can 'Save a Copy' of this report to their Personal Reports, then modify it and run it as they desire.
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63		-[[image:Shared Reports - Staff User - Cannot Modify Items 1.png]]
	61	+[[image:Shared Reports - Staff User - Cannot Modify Items 1.png||width="70%"]]
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68		-[[image:Shared Reports - Note - User only sees their OU.png]]
	66	+[[image:Shared Reports - Note - User only sees their OU.png||width="70%"]]
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70	70	Below is an example of the Outcome Snapshot Report for a specific user. It will be customized for each Staff user that runs the report based on their responsibllies and persmissions as mentioned above, yet has the same consistent report logic for all.
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73	73	The purpose is to enable consistent measurement and reporting tools across the organization.
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76		-[[image:Shared Report - Outcome User Example.png]]
	74	+[[image:Shared Report - Outcome User Example.png||width="70%"]]