The Reports tab is where you go if you want to create a new report or run reports that you or other users previously created. From the 


Sidebar Actions

The Sidebar may contain the following links

  • View Reports - Click View Reports to return to the main reports page.
  • Create Report - Click Create Report to start the reports creation process (if your User Role has permission to Create Reports).
  • Links to One-Click Reports - These are One-Click Reports that were designed and built for a specific purpose. They are usually a common report that is used by all sites within your network. 


Listview

The Reports Listview contains two sub-tabs:

  • Site Reports - The “Site Reports” sub-tab contains all of the dynamic reports that are created specifically for your center. In general, all of the dynamic reports that you create will be found under the Site Tab. You can only see reports that were created for your Site, so you don’t have to worry about seeing reports from other Sites. 
  • Network Reports - The “Network Reports” sub-tab contains dynamic reports that are visible to all Sites within the Network. These are typically general purpose reports that are useful to a broad number of Sites. These reports can only be created by Network Administrators. If you would like to change how a Network Dynamic Report works, you can submit a support request to your Application Administrator.


Even though Network Reports are shared by all Sites within a network, all Dynamic Reports will only produce information from Site(s) to which you are assigned.


The Dynamic Reports Listviews contains the following columns:

  • The “Name” column displays the name of the Report. Clicking on the Name of the Report will open the report in "View Mode".

  • The “Last Modified By” column displays the User who last saved changes to the report.

  • The “Last Modified” column displays when changes were last made to the report.

  • The “Notes” column displays an optional field to give a brief description of the report.

  • The “Actions” column contains links to “Edit” or permanently “Delete” a report if your User Role is given "Edit" Permission within the Dynamic Report itself. Clicking the Edit link will open the report in "Edit Mode".




See Also: