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Using Reports 2.0 (webinar)

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Table of Contents

Reporting is one of the most powerful tools for pulling data from your YouthCenter. This video will walk you through utilizing the report system. We also have a text-based article on Reports 2.0 that covers this topic.

🧭 Navigation and Overview #

  • Intro – 00:00
  • Where to Find Reports – 00:42
  • Viewing Existing Reports – 01:39
  • Recent Reports – 03:10
  • My Subscriptions – 03:26

🏗️ Building a Report #

  • Creating a New Report – 04:27
  • Name and Description – 04:40
  • Data Sources – 05:18
  • Data Fields – 06:01
  • Special Data Fields – Blank Column, Calc (Sorting), and Client GUID – 07:53
  • Reordering Data Fields – 09:57
  • Adding Searchable Fields – 10:30
  • Using Searchable Fields to Filter/Default Searches – 10:30
  • Display and Filter Options on Report View – 13:16

🖨️ Running & Exporting Reports #

  • Running the Report – 15:28
  • Exporting to CSV – 17:25
  • Exporting with .CSV Headers – 18:01
  • Printing – 18:45
  • Printing with Zebra Stripes – 19:03
  • Editing Display Options in Report Settings – 19:44

📌 Pinning Reports to Other Areas #

  • Pinning the Report to an Application – 20:17
  • Pinning the Report to Medication for example – 20:44
  • Pinning the Report to other areas for example – 21:17

🛡️ Report Security & Sharing #

  • Report Security/Sharing – 21:45
  • Adding a User Group to View Report – 22:05
  • Managing Permissions for Added Groups – 22:36
  • Copying Reports  – 23:27
  • Options for Existing Reports – 25:26

📬 Subscribing to Reports #

  • Subscribing to a Report – 25:47
  • Choosing Subscribers – 25:56
  • Choosing Subscription Format (Excel or Link) – 26:50
  • Setting a Schedule and Frequency – 27:22
  • Viewing Your Subscriptions – 28:27
  • Managing Your Subscriptions – 28:41

📨 Pairing a Report and Subscription #

  • Building the Report – 29:16
  • Choosing a Data Source for the Report – 29:42
  • Adding Data Fields for the Report – 29:50
  • Adding Date Range Special for the Report – 31:20
  • Pairing Date Range Special with Subscription – 33:37

📝 Reporting on Custom Forms #

  • Custom Forms & Reporting Intro/Overview – 36:01
  • Creating a Custom Form for Reporting – 36:58
  • Naming Form Parts on Custom Forms – 38:05
  • Filling out the Custom Form – 38:53
  • Creating the Report based on Form – 39:44
  • Finding Form-based Data Fields – 41:05
  • Filtering a Form-based Report – 42:09

🤖 AI and Reports #

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