Shared Reports

Version 1.2 by sghareeb on 2014/06/27 14:26

Shared Reports gives an organization the capabilities 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 be those that the report has been shared with, however, the report will only show data relevant to that user's information based on their OUs, roles and permission, across their clients and staff responsibilities roles.  What???  Ok, let's look at an example to clarify.

For the purposes of this tutorial, we will use the Outcomes Snapshot Report across all OUs in this organization.