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Description: In this topic you will learn how to run and download reports.

Role Required: Superuser, Supervisor, Employer, Case Manager

Permission Required: Report Admin

*Please note: The employer and case manager roles can only view a limited subset of reports to maintain HIPAA compliance.To run any report:

1. Sign in to your Personal Profile
2. Click the "Reports" tab at the top of the page
3. Hover over any of the sidebar tabs to see the reports in that tab (i.e. Hover over COA Reports to see: Punch Entries Report, Punch Entry Details Report, Punch Entry Notes Report, Service Accounts Report, Residential Attendance Report, Residential Absentee Report, Parenting Attendance Report, Parenting Absentee Report, or Day Attendance Report)
4. on the main menu
5. Select (hover over) the submenu to view the associated reports listed in the flyout menu
   1. For example, select (hover over) the COA Reports on submenu to open flyout menu which will display all associated reports
6. Select Click the report you want to run from the flyout menu
7. Enter desired criteria into the filters (i.e. filter by time frame, specific client, employee, service code, cost center, etc.)
8. Click "the Search" button
9. The records will display in the table below the filters

All reports can be downloaded as a CSV or PDF by clicking the "Download to CSV" or "Download to PDF" buttons.

NOTE: This task requires a Role. Please contact your supervisor or Fiscal Agent if you need the capability to run reports and cannot do so.

*The employer role can only view a limited subset of reports to maintain HIPAA compliance.

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1. Click Download button
2. Select the column(s) to be displayed on the report
   1. Select the Right Triangle button to add column to the Selected Columns
   2. Select the Double Right Triangle >> button to add all columns to the Selected Columns
   3. Select the Left Triangle button to remove the column from the Selected Columns
   4. Select the Double Left Triangle << button to remove all columns from the Selected Columns
3. Click Next
4. Select the format to download the report by clicking the Format dropdown
   1. Formats: Excel, PDF, CSV, Tab delimited
      1. PDFs have a 10 column limitation for report downloads
5. Select the layout for which you would like the report downloaded in the Layout dropdown
   1. Layouts: Portrait or Landscape
6. Select Download to download the report
   1. Optional - click the Save as Report Preference Checkbox if you would like to save this report preference in the future
7. Select Yes in the confirmation alert window
   1. Optional - click the Save as Report Preference Checkbox if you would like to save this report preference in the future

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