The Reports Menu

All report functions are accessed through the Reports Menu in the Menu Bar. The Reports Menu contains the following reports: Completed Case, Preliminary Case Summary, Preliminary Rating Summary, Completed Interview Guide, Case Progress Report, Nightly Debriefing Report, Case Review Summary, Case QA Rating Summary, Overridden Item Ratings, Rankings, Trend & Issue Tracker, and Summary of Findings Form. In addition, you can save and print reports using the Save Report As HMTL File or Print Report option.

Selecting Return to Document will close the Reports Menu and return you to the last record you were viewing. It will not function if you were previously viewing the Overview Screen. You can also click the Overview button to return to the Overview Screen from any open report.

Most of the report options in the Reports Menu have several sub-selections that open in another menu when you select a report. These sub-selections enable you to choose the specific criteria under which you will run any specific report. Some of the options are only available to Site Leaders, while others are also available to review pairs. The various sub-selections are described below:

Current Case
This option, available to both review pairs and Site Leaders, provides a report for either the currently open case (if the case is already open for editing) or for the record that is currently selected on the Record Summary Grid.

All My Cases
This option allows review pairs to view a report for each case record to which they have been assigned. The reports generate as one continuous document that can be navigated with the scroll bar on the right-hand side of the screen.

All Cases for Selected Reviewer
This option allows Site Leaders to view all the downloaded records from any single review pair. The reports generate as one continuous document that can be navigated with the scroll bar on the right-hand side of the screen.

All Cases for Site
This option allows a Site Leader to view all of his or her site’s records at once, as long as the records have been previously transferred to his or her tablet PC at some point. It does not matter if the record is locked or unlocked. The reports generate as one continuous document that can be navigated with the scroll bar on the right-hand side of the screen.

All Cases for Review
This option allows a Site Leader to view all of the records for an entire review at once, as long as the records have been transferred from the central server to his or her tablet PC. The reports generate as one continuous document that can be navigated with the scroll bar on the right-hand side of the screen. This function is generally only used by State Team or NRT Leaders.