Creating, Scheduling, and Sharing a Report

Creating a new report

1. Navigate to the Create a Report page.
   
   
2. Find the report template you’re looking for by scrolling, searching or using the filters on the left side of the screen. 
   
   
3. Select the report to open the editor.
   
   
4. Make your changes using the select boxes and by dragging and dropping different data into your desired order. Once a change is made the preview section will reload. The preview data section will load 100 records at a time for viewing. 
   
   
5. Choose your export format as either an excel document or a PDF, then click “Download.” 
   

Scheduling a new report

1. Click the title of the report to launch the report editor. 
   
   
2. Once loaded, click the calendar icon. This will launch a new window.  
   
   
3. Choose a name for your new report.
   
   
4. Choose how often you’d like to receive the report, and whether you’d like it to run immediately or at a later date.
   
   
5. Optionally, you can schedule a report for another ODR user by adding their name to the “Add Recipients” field.
   
   
6. Click “Schedule.”
   
   
7. A success message will automatically load and the window will close.
   

Sharing a report

Note that a report does not need to be saved in order to be shared. Shared reports will live in your plan folder.

1. Click the title of the report to launch the report editor. 
   
   
2. Click “Share” then enter a file name. 
   
   
3. Choose the shared folder in the dropdown menu where you want the report to be saved. 
   
   
4. Click “Share.” A success message will automatically load and the window will close.