Shared Reports

Shared Reports gives 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 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 roles, responsibilities and permissions, across their clients and OUs. Let's look at an example to clarify.

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

The Admin User first sets up the report, just as they would any other report, except that this is done in the Master Reports tab as shown below.