Agency Reports versus My Reports
In Data Exploration, you can either create reports in the Agency Reports section, so they are visible by all DE users in your agency, or you can create reports in My Reports, so they remain private to you.
Click the icon in the section of your choice to create a report there, or the
icon to add a folder.
AlayaCare Reports
This section contains pre-configured reports available for agencies to access on an ongoing basis, created upon request. The list is always growing! Please speak to your Client Success Manager for more information.
Note that these reports are not editable, meaning that you cannot add fields and measures. However, you can apply filters and sort the data.
Accessing Reports
Click the icon to open up the list of folders and reports of any type. Click on the report to open and view it. You can filter or sort the report when it loads, or download it using the Download button. If you want to make changes to the fields and measures in the report, click the Edit button.
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