Reports

Reports may be generated by any user with a role in the system. Some managers may have report level access only.

Generating Reports

1. Go to Reports in the top menu bar.
2. Select the desired report type by clicking on the circle to the left.
3. Adjust the criteria on the right hand side. Dates can be adjusted to the desired range if the report allows a date range. Services and agencies can be included or excluded from a report if the user has access to more than one agency or service.
4. Click on View Report to view the report online or Download Report to export the report in Excel format.

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