Reports
How do I access and use Reports within SETWorks?
All Users, Administrators
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
Users
You can easily access Reports in SETWorks by clicking the "Reports" link at the top of your screen (screenshot below):
Reports are turned on or off from the Reports Utility. If you don't see the report you need, talk to your administrator - they'll need to give you access to the report via the Reports Utility.
Use the favorite button (star icon) to mark a report as a favorite. Then, it will always appear on the top of the list (screenshot below):
Administrators
The Reports Utility controls which roles can use each Report.
To access the Reports Utility, click the Settings gear in the upper right of your screen.
Next, click the Provider Build tab. (Only SETWorks Administrators should have this option.
Finally, select Configure Report Access. (Alternately, you can also type in Reports Utility under the Utilities dropdown.)
To grant a role permission to access a report, simply search for the report and place a check mark in the box under the role column.
You can also rename each report with a nickname to make it easier for users to locate the reports they use each day. Don't worry - the search box will be able to locate a report by searching either it's original name or the custom nickname.
To rename a report, click the pencil icon.
Next, type in a new name for the report. Select Update.
Custom nick names will appear for all roles and users.
Limited Access Reports
Some reports require special privilege to use them to their full extent
This privilege limits users from being able to use the reports specified to report on anyone but themselves. We recommend turning this on for all users except Administrators:
Limit the staff filter to self on the following reports: Notification Report, Staff Coverage Report, User Activity Report, Staff Audit Report (deprecated)
This privilege allows users to run reports for all departments. We recommend turning this privilege off for all users except Administrators:
Show the ALL option for departments on the Contact Information Report (excel), the Demographics Report, the Job Placement List Report Extended, and the Outcome Based / Payments Report
This privilege allows users to report on all users (not just themselves). We recommend turning this privilege off for all users except Administrators:
Is able to select All Staff from the Staff filter on applicable reports.
When the box for this is checked, it will limit the visibility in drop down menus to the user who is viewing the report. If left unchecked, the user will be able to view and run reports for all other users in your organization.
Links
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