Running a Report

There are multiple reports available within the system. You will have access to a set of reports based on your roles and permissions. When reports are generated, they can be saved in a variety of file formats.

1. Select the Reports dropdown from the menu, then open the Reports module.

2. Reports are organized into categories. Select the report you want to run.

Note: If needed, the list of reports can be collapsed into categories. Use the button to collapse the list. Use the category header to expand reports under that category.

3. In the Filters window, enter info in the fields to provide specific reporting data. Enter any additional filters for the report such as a Recipient, Program, or DCW/Employee. Each report has its own set of filters. Using filters will limit the report to matching results.

Note: For reports that are for a single day, the default From Date is always the current day’s date and the To Date field is unavailable.

For reports that allow a range of dates, the default To Date will be the current day’s date and both the From Date and To Date can be set to a date range.

4. Select the Run Report button to preview the results.

5. If you want to review the results, you can navigate the report with the page control buttons.

6. You can also search for a specific word using the search field. Enter your search term in the search field, then select Find to see the results. Use Next to proceed through the results.

7. When you’re ready to export the results, you can easily export to an Excel spreadsheet with the Export to Excel button or use the Save button to select from a variety of file formats.