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Description: In this topic, the user will learn how to run and download reports.

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

Role Required: Super User, Supervisor, Employer

Permission Required: N/A

1. Log in to personal profile
2. Click Reports on the main menu
3. Hover over the submenu options to view associated reports listed on the flyout menu
4. Select the report to run from the flyout menu

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. Click the report you want to run
5. Enter desiredcriteria into the filters (i.e. filter by , time frame, specific client, employee, service code, cost center, etc.)
6. Click "Search"
7. 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. Rearrange columns as needed by dragging and dropping the column header
2. Click Download to open the Download Report Wizard
3. Select the column(s) from the Available Columns list to be displayed on the report
   1. Click the Right Triangle button to add a column to the Selected Columns
   2. Click the Double Right Triangle >> button to add all columns to the Selected Columns
   3. Click the Left Triangle button to remove the column from the Selected Columns
   4. Click the Double Left Triangle << button to remove all columns from the Selected Columns
4. Click Next
5. Select the format in which to download the report by clicking the Format field drop-down
   1. Formats: Excel, PDF, CSV, Tab Delimited
      1. PDFs have a 10-column limitation for report downloads
6. If PDF is selected, choose the layout for the report download in the Orientation field drop-down
   1. Orientations: Portrait or Landscape
7. Optional - Click the Save as Report Download Preference checkbox to save this report preference
8. Click Download andYes to confirm

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