How to create administrative reports

    in Admin Dashboard

    Whether you want to view all students who have a next action date within a 30-day time frame, or view all approval statuses, reports keep you (and your task list) organized.

    • Step-by-Step Instructions
    Go to Admin Dashboard.

    Go to Reports.

    You now have the option to create a Next Action Report, Full Data Report, or VHR report.

    • Tips and Tricks
    How to generate a Next Action Report
    Select Next Action Report.
    Provide email address to send report.
    Click Send.
    How to generate a Full Data Report
    Select Full Data Report.
    Provide email address to send report.
    Click Send.

    You will receive a separate email with a report for each published tracker.

    How to generate a VHR Report
    Select VHR Report.
    Click Create CSV.
    Select Download link once the CSV has been built.

    Reports will be deleted after 48 hours, and new data will replace the existing CSV. Only reports generated by a user will be displayed to that user.

    • User Permissions Required For This Guide
    Administrator Only

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