Changes for page Shared Reports and Report Subscriptions

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  • copy to master - shared reports.PNG

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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	+**__CREATING A MASTER/SHARED REPORT__**
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	9	+~1. Before you generate a new master report, please be aware that if you already have an existing personal report with the exact same parameters you intend to use for your master report, you do **NOT **need to re-create the report or re-enter the parameters in the master reports tab. Instead, all you have to do is go to your personal reports tab, select the report whose contents you intend to copy, and press the "Copy to Master" button on the top menu bar of options (as shown below). This will move this report over to your Master Reports, as well as keep a copy in your Personal Reports section for future use.
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	11	+[[image:copy to master - shared reports.PNG]]
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	14	+2. 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:
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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.
12		-1. The **Schedule Actions** option in the top menu bar allows you to determine the frequency of your report. The two available options are weekly and monthly, with the former resulting in the report being run and delivered on 4am CST on the Monday of each month and the latter running the first week of every month. Note that whatever your choice, the option will appear in the column at the very right hand side of the main reports pane.
	19	+1. The **Schedule Actions** option in the top menu bar allows you to choose whether you want to run your report regularly and, if so, at what frequency. The two available options for frequency are weekly and monthly, with the former resulting in the report being run and delivered on 4am CST on the Monday of each month and the latter running the first week of every month. Note that whatever your choice, the option will appear in the column at the very right hand side of the main reports pane.
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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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	25	+3. This initial report set up will all be performed in the Master Reports tab of an Admin User.
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	27	+3.1 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	18	[[image:running master as - master reports.PNG]]
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copy to master - shared reports.PNG

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