Save a Report Workflow

Written By Felicia Conner ()

Updated at January 17th, 2020

CT|One reports can be saved after parameters are entered preventing the need to recreate the report each time it is needed. The report can be protected from change using the available permission options.  

  1. Enter the desired report parameters.
  2. Click the Save Report button.
  3. Name:  Enter the title of the report, this text will display in the list of saved reports.
  4. Description:  An optional field to enter additional information about the report.
  5. Alt Name:  Is not a required field
  6. Select the location for the report to be saved:
    1. My Saved Reports:  Only you will have access
    2. Agency Saved Reports:  Any staff member with access to the reports window will be able to use the report.
    3. Other Category:  Do not complete this field unless instructed to do so by Remarkable Health support.
  7. Complete the Parameter Rights tab to define who can access and manipulate the saved report. Each parameter can be set individually or the quick set buttons can be used to set all parameters with the same permission level. 
    1. View and Edit Question – Users have the ability to edit the data or change the selection(s).
    2. View Only Question – Users can see the report filed but cannot manipulate it.
    3. Do Not Show Question – The field will be hidden when the report is accessed.
  8. Enter an effective and expiration date on the Dates tab if the report is to be available for use for a limited time frame.
  9. Click OK.

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