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  • Global reports are reports that are available for anyone who has access to the report builder.

  • Private reports are only available to either the person who built the report.

  • Reports can also be restricted to access levels or to particular Providers / Institutions

  • When saving a new report 5 fields are required:

Required Field to save report

Brief Description

Report Name

Report name -to help locate the report for future use.

Description

A brief description of what the report is for or the data that the report will provide

Type

The section/type of data that the report belongs to:

  • Provider

  • Student

  • Financial

  • Marketing

  • Saved Search

  • All

Scope

Who has access to this report:

  • Global - All user can access this report

  • Private - Only I can use this report

Status

  • Active

  • Archived

  • In Active

  • In Progress

Workflow

Expand
title1. How to load a (pre-built) Saved report
  1. Click on the Reports option in the side menu

  2. Click on the Report Builder option in the side menu

  3. Click on the Global reports or Private reports drop box

  4. Select the report to be loaded

  5. Click on the Load Report button

  6. The report has now been loaded

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