Managing Reports in D-Scribe X
Managing Reports in D-Scribe X
- Access "Manage Reports"
• Locate the navigation bar on the left side of the screen.
• Click "My Reports"
• Instead of selecting a report to run, click the "Manage Reports" option (this might be a button or a separate tab within "My Reports"). - Choose Report Type:
• Select the category of reports you want to manage:
⤷ e-Bridge Cases: For reports based on e-Bridge forms.
⤷ e-Bridge Messages: For reports related to specific e-Bridge messages.
⤷ e-Bridge Forms: For reports related to specific e-Bridge forms.
⤷ e-Bridge Calls: For reports related to e-Bridge calls.
⤷ CAREpoint Calls: For reports related to CAREpoint calls.
⤷ CAREpoint Emails: For reports related to CAREpoint emails. - Select the Report:
• Click on the specific report you want to manage from the list of saved reports. - Manage Report Options:
• Edit Report:
⤷ Click the Three-Dot Menu: Click the three dots (or a similar icon) next to the report name to open a menu of options.
⤷ Edit Name and Access: Change the report's name, and adjust its visibility between "Private" (only yo can see it) and "Public" (accessible to all users in your D-Scribe X system).
• Delete Report:
⤷ Click the Three-dot Menu: Open the options menu as described above.
⤷ Select "Delete": Choose the delete option to report the report.
⤷ Confirm Deletion: D-Scribe X will likely ask you to confirm the deletion. Click "Yes" or "Delete" to permanently remove the report.
Important Notes
• Caution with Deletion: Be careful when deleting reports, especially "Public" ones, as this will affect other users who might rely on them.
• Report Ownership: You can typically only manage and delete reports that you created or have permission to modify.
• Interface Variations: The exact appearance and options within the "Manage Reports" section might vary slightly depending on your D-Scribe X version.