Video Tutorials

Collaborate’s Reports are very powerful. Take your time and start with the basics.

In the first video of the series, we look at Reports features and functions that are important for all users to know. You'll learn how to access Reports that have been created for you, how to run those Reports, and how to manipulate filters - including date ranges and Services - to get the information needed.

We discuss how to create a basic demographics Report from scratch. You'll see how to name your Report, set Permissions, select the raw data you'll need, and how to set the default Filters. You'll also learn which data fields we recommend adding to all Reports.

Additional topics include arranging columns intuitively, and hiding columns you don't need to see in the Report output.

After adding fields and setting default filters, you may choose to add additional display formats such as Crosstabs or Comma Separated Value (“CSV”) for data export to another spreadsheet application, such as Excel.

There are many ways that Services can be used in Reports. We'll explain how to add these fields to get information about the total number of "Service Units" that are provided within a given time frame.

When a Report has columns where more than one value can be present for a single case, it may be necessary for you to aggregate data so that each case only appears one time (or technically speaking, on one row in the Report’s raw data).