Report Setup Foundations



 You can find blue question marks at the top of certain sections. Clicking on it will provide more information on how to complete the area you are filling out

Step-by-Step Guide

The following steps are used for all reports:

1. Click on the "Reports" heading in the left-hand navigation. Click on "New Report".


2. Click on the "New Report"   button under the name of the report you want to run.


3. Enter a title for your report in text box “Title”.

 


4. To Share Your Report, select the User and/or Organizations.

  • Just Me: Choose this option if you want the report to only appear in your report inbox

  • Me and Users at the Following Organizations: Choose this option if you want the report to appear in your report inbox and the report inbox for every user at each organization you select

  • Me and the Following Users: Choose this option if you want the report to appear in your report inbox and the report inbox for every user you select


5. To Create a Cycle and/or a Date Range, determine the date range or cycle you want the report to run for.

  • Once Only: Create a one-time report.

    • Relative Dates: The time period you want to run the report for. 

      • What I Choose: Will prompt to select your desired date rate (Start Date and End Date).

      • Relative Dates in the Past: Choose from time periods like "Last Month" or "Last Quarter".

  • Recurring 

    • Recurring: Select how often you want the report to run (ex. Daily would run once every day, weekly would run once every week).

    • Relative Dates: Choose from time periods like "Last Month" or "Last Quarter".

    • Starting On: The first day the recurring report should generate.


6. To select the Organizations' in your network whose data you’d like to be included on the report, select the criteria below.

If running a network report:

  • By Name: Select organizations to include in the report by the name of the organization.

  • By County: Select organizations to include in the report by the county the organization is based on. 

  • By City: Select organizations to include in the report by the city the organization is based on. 

  • By Tag: Select organizations to include in the report by the tags assigned in their organization profile.

 

  • “Show Inactive” Toggle

    • Sliding this to “On” will show organizations that are currently set to “Inactive”.

    • NOTE: This feature is only available when the “By Name” field is selected.

If running a regional report:

There will be a checkbox for each network.

Clicking on the black triangle beside the network will show a list of all agencies within that network.

Clicking on the check box beside the name of the network will select all agencies in the network. Deselecting the checkbox beside the name of the network will deselect all agencies in the network.

You can also select individual agencies by checking the box beside their name.


7. Select the Meal Type(s) you want to report on (Breakfast, Lunch, PM Snack, etc.)

 


8. Report Specific Steps

For instructions related to the final steps for each specific report, see the pages below:

How Do I Use a School Year Participant Demographic Report?

How Do I Use a School Year Report?

How Do I Use a Summer Report?