The report library provides reports grouped into logical categories, you can navigate through the categories to run the report which best meets your needs, if it is a report you run on a regular basis you can set it as one of your favourite reports to make it easier for you to find.

You can also subscribe users to reports and they will receive an email with details of the report at the end of each reporting period (such as daily, weekly, monthly, quarterly or annually).

Analysis type reports will display a table of statistics and often allow drill-down to relevant case data.

List type reports displays lists of cases with summary information about the individual cases.

Trend type reports will display statistics for regular periods of time, such as months or quarters.

The reporting library folder will display the extensive library of reports grouped into categories.

You can find the report library by selecting Report library from the top menu.

Select the appropriate folder from the list available.

Click on the report title of the report you wish to run.

Understanding the information

Report name
The title of the report. Many reports have a help icon - use this to view a description of the report.

Periodicity
The default reporting period of the report. This is also used when subscribing users to a report - a monthly report will send a new report to subscribed users every month.

Favourite
Use this link to add the report to your Favourite reports list.

Remove favourite
Use this link to remove the report from your Favourite reports list.

Subscribe users
Use this link to subscribe or unsubscribe users to a report. This feature allows users to be subscribed by adding email addresses separated by commas (also allowing non-users of the system to be subscribed).

Enter the appropriate parameters and select Execute report.

Select Click here to view report output to view your report.

Reports are grouped into categories if you don't see a report category which you believe should be available see your system administrator.

Subscribe users to a report

You can subscribe yourself or other users to reports so they receive the report automatically via email, the timing of the reports will be daily, monthly or quarterly depending on the report.

You can subscribe non users of the system to a report and they too will receive an email with the report.

Add subscribe users to a standard report
Add a subscriber to an ad-hoc report
Amend or remove subscribers

First you need to find the report in the reporting library.

Add a subscriber to a standard report

The reporting library folder will display the extensive library of reports grouped into logical categories.

You can find the report library by selecting Report library from the left hand menu.

Select the appropriate folder from the list available.

Select Subscribe users next to the report you wish to subscribe users to.

Enter the Name or email addresses of the users you wish to subscribe to a report.

Once all the email addresses are entered select Next

The subscriber(s) are now added to the report.

Amend or remove users from subscribers list

Select Subscribe for ad-hoc reports or Subscribe users for standard reports next to the report which has subscribers you wish to amend/remove.

Edit / remove the email addresses of the users you wish to subscribe to a report.

Once all the email addresses are entered / amended select Next

Report library configuration

You can add to certain report in the library the Shared ad-hoc reports you have created. The Report library configuration is available in Administration tab, under General Preferences.

Browser not supported