📋 Categorize, Collaborate, and Clone Reports V2

Organizing Reports Using Custom Categories

1. Start under My Reports in the left navigation menu.
2. Select the Action Gear at the far right and choose Add New Category.

3. Fill in the category Label and Description. You can also nest the category under an existing one if needed. (Parent Item)
4. Click Save and refresh the browser page to view your new category.

Alternative Navigation Using Category Tree

1. Click the Action Gear to the far right and choose Open Category Tree.
2. A Category Tree window will open on the left.
3. Click any folder to navigate to that category.
4. Close the tree by clicking the “x” icon.

Collaborating with Reports

1. Start under My Reports in the left navigation menu and choose the report you want to copy.
2. Click the Edit Report button.

3. Select the Collaborate tab at the top of the page and choose one of the following options from the dropdown menu:
   •  Copy To: 
     • Click Select, click one or more checkmarks to the user's left, and click Apply. 
     • Click Copy to Selected Users. 
     • The report will be copied to their My Reports, but they cannot edit it.

• Share With: 
  • Click Select, click one or more checkmarks to the user's left, and click Apply. 
  • Choose whether to share the report as Editable (The recipient can make changes, which will reflect in the original version.) or Non-Editable (The recipient cannot modify the report.). 
  • The recipient will see the shared report in their My Reports. No notification will alert the recipient that the report has been shared.

• Schedule:
  • Confirm you are scheduling for the correct school year.
  • Select a date on the calendar for the first delivery and set the time. You can choose multiple dates and times if necessary.
  • Click Save and Continue in the top right.

• Recipient:
  • Use the Add Recipient button in the top right to select who should receive the scheduled report.
  • Scroll to the bottom of the page and choose a Role (e.g., Administrator, Teacher, Specialist) and Type (All, Filter, Select) from the dropdown menus.
  • Click Save in the top right to schedule the report.
  • To view, edit, or delete the scheduled report, go to My Reports.

Cloning a Report 

1. Start under My Reports in the left navigation menu.
2. Click the Action Gear to the right of any report and select Clone Item from the dropdown menu.
3. Give the clone a new Label and choose where to save it.
4. Click Save to create the clone. You will now see the cloned version in My Reports.

• Categorize, Collaborate and Clone Reports V2.pdf400 KB