In this guide, we will explore how to effectively navigate and utilize the reports feature within the IDD DrCloud.
- Access the Reports Tab
Begin by logging into your IDD DrCloud account. Once logged in, locate and click on the "Reports" tab. - Review Recent Reports
Under the reports tab, you will find various categories. Start with the "Recent" section to view reports that you have recently accessed. - Check Created Reports
Select the "Created by Me" option to view reports that you have personally created. Your ability to create reports will depend on your roles and permissions within the system. - Explore Private Reports
Navigate to the "Private Reports" section. These reports may be set up by administrators and are accessible only to specific staff members. - Access Public Reports
Click on the "Public Reports" option to view reports that are available to all users. - Select a Specific Report
For example, choose the "BSP Report," which pertains to Behavior Support Plans. This report provides information on individuals who have a BSP. - Review Report Details
The BSP report includes editable fields such as the person's name, account number, date of birth, house, BSP status, and any documented behaviors. - Utilize the Search Function
Use the search field to quickly find specific information within the report. For instance, you can search for a house name, and the system will highlight any occurrences of the word "house." - Understand Search Limitations
Note that the search functionality may be limited based on the report's setup, resulting in basic search results.
By following these guidelines, you can efficiently navigate and utilize the reporting features in IDD DrCloud.
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