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 Shared Reports example, 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, with 2 exceptions/additions. Basically the 3 main items are:

1. Create the report as it is desired to have everyone run it. It will be the same report for all users with the added element that the report will only be run for the OUs, staff and clients they are responsible for and have access to view for everyone else that runs this "Shared Report." Basically, they will only see what they have responsibilities for when they run the report for themselves.
2. 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.
3. The Shared Roles need to be selected. This selection determines what Staff User Roles will have this report shared with them to run.

This initial report set up will all be performed in the Master Reports tab of an Admin User.

Below are some examples of Reports in the Master tab that will be shared with staff of specific roles in the organization. 

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.

Once this "Shared Report" is saved, the report will show up in the Staff in the appropriate OUs in the specific shared role of the report- in their Shared Reports tab of Reports.

When this staff member runts this report, it will only show the relevant data related to them and their responsibilities, programs, OUs, clients; basically what they have the responsibility for working with and and viewing.

The Admin User will only see this report in their Master Tab unless they also have the specific role that the report was shared with.

When an Admin User runs this report, it will show all the date currently.

OA is working on a way for the Admin User to view the report that a Staff user will see. This is not complete yet.

Below is the view the Staff User will see that has had a report shared with them.

(Note:  the Master Tab will not be visible unless they have been set up as an Admin User - being fixed)

When a Staff User goes into a Shared Report, they will not be able to modify any of the elements in that Shared Report. It can only be run as it was designed by the Admin User. Notice that the items in the drop down box are all showing but grayed out, as they can not be modified.

If a Staff User would like to modify and use this report in a different way, they can 'Save a Copy' of this report to their Personal Reports, then modify it and run it as they desire.