Changes for page Shared Reports and Report Subscriptions

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  • running master as - master reports.PNG

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1		-Shared Reports and Report Subscriptions
	1	+Shared Reports

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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	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		-The Admin User first sets up the report, just as they would any other report, with 2 exceptions/additions. Basically, the main items to remember are:
	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:
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9	9	1. Create the report as it is desired to have everyone run it. It will be the same report for all users, but with the added element that the report will only be run for the OUs, staff and clients that each user who runs this "Shared Report" is responsible for and has access to view. Basically, they will only see what they have responsibilities for when they run the report for themselves.
10	10	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.
11	11	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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14	14	This initial report set up will all be performed in the Master Reports tab of an Admin User.
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16		-NOTE: The "Run Report As" button allows you to view the report from the various perspectives of the users who you have shared the report with it. This means that, while you can choose to select to share with all supervisors across many OUs, you can choose this option (which will open up a window like the one shown below with all available users whom the report has been shared with) to select a specific user and see the exact report they will see (i.e. with their precise OU information).
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18		-[[image:running master as - master reports.PNG]]
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21	21	Below are some examples of Reports in the Master tab that will be shared with staff of specific roles in the organization.
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23	23	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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running master as - master reports.PNG

Author

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1		-XWiki.karimpirani

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1		-15.7 KB

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