Standard Reports

 

Opening a Report

1.       Click Reports from the main menu.

2.       Click Standard Reports from the submenu.

3.       Select the type of report you wish to view/print from the tabs (i.e. Planning, Implementation, and Administration).

4.       Select the report you wish to view/print by clicking the  button.

5.       Click the  button to bring up a separate window with the report.

 

Tips

·         To return to the list of reports, click on the entitled tab.  Then follow the instructions for opening a report.

 

 

 

Using Reports that Require a Additional Data

Some reports will load immediately when the  button is clicked on.  Others require additional information to be entered first, such as a data range. 

1.       Select the appropriate data from each of the required dropdown lists.

2.       To select a specific date range:

a.       Select the Time Period from the dropdown list to fill in the Begin Date and End Date fields with the beginning date and ending date of the selected time period.

Or

b.      Enter the specific dates into the Begin Date and End Date fields as mm/dd/yyyy.

3.       Click the  button to bring up a separate window with the report.

 

 

Printing or Saving Reports

Once you have clicked the  button, you will then see a print preview screen.  Use the following instructions to print or save the report:

 

1.       Select a format from the Select a format dropdown list (located at the top center of the report).

2.       Click Export (located next to the dropdown list).

3.       The report will open in a new window in the Export format requested.

4.       Click the print button  or  to print the report.

*Note: You do not have to save the report to print.

5.       Click the disk button  or  to save the report.

 

Tips

·         The recommended format is Acrobat (PDF) file.

·         If you have a pop-up blocker on your computer, hold the ctrl key down while selecting any button used to view the report (e.g., Show Report, PDF, etc.).

·         Excel/PDF buttons were added to the Reports module to allow MAC users to view reports and for quick export of the “Service Review” report.