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Reports User Guide This Reports Guide covers the basic aspects of reports for the typical Collaborate User that is responsible for creating reports and run...

NOTE: Whenever you run a report, it will only display cases, information, and totals for the site(s) to which you have access. For multi-site networks, only...

Before creating a report, first make sure a report does not already exist that suits your needs. Mark obsolete reports as inactive, or delete them. Don’t...

TABLE OF CONTENTS Introduction Establishing the Report's Framework Video Guide Establishing the Report's Framework Basic Settings Report Name ...

Introduction After establishing the Report’s basic framework, you will be presented with the Report in Edit Mode. This is where you can make additional adj...

Overview Edit Mode of Dynamic Reports will always show the results in a table format. The result table has many useful features for Report Builders. At th...

Filters allow you to limit the data down to only what you want to be included in your report. To view the filters that are currently applied and/or availabl...

After clicking the Crosstab link from the Additional Display Formats section, a box will appear like this: Click the pencil icon to edit the settings for...

After clicking the Pie link from the Additional Display Formats section, a box will appear like this: Click the pencil icon to edit the settings for the ...

After clicking the Bar link from the Additional Display Formats section, a box will appear like this: Click the pencil icon to edit the settings for the ...