Last modified by karimpirani on 2014/07/08 18:03

From version Icon 22.3 Icon
edited by karimpirani
on 2014/07/01 14:47
Change comment: There is no comment for this version
To version Icon 23.3 Icon
edited by karimpirani
on 2014/07/01 15:09
Change comment: There is no comment for this version

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1 -Shared Reports give an organization the capability to create consistent reporting and analytics across an organization or across various programs within the organization. The Admin User can create Master Reports that will be "shared' across OUs; the report can be run by those that the report has been shared with; however, the report will only show data relevant to that user's information based on their roles, responsibilities and permissions, across their clients and OUs. Let's look at an example to clarify.
1 +Shared Reports give an organization the capability to create consistent reporting and analytics across an organization or across various programs within the organization. The Admin User can create Master Reports that will be "shared' across OUs; the report can be run by those that the report has been shared with. However, the report will only show data relevant to that user's information based on their roles, responsibilities and permissions, across their clients and OUs. Let's look at an example to clarify.
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4 -For the purposes of this Shared Reports example, we will use the Outcomes Snapshot Report across all OUs in this organization.
4 +NOTE: For the purposes of this Shared Reports example, we will use the Outcomes Snapshot Report across all OUs in this organization.
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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 to remember are: