April 2022 Support Team Tip and Report of the Month
Grasp Support Team Tip of the Month:
We know our GraspDATA report library is extensive which give users lots of options, but we want to make sure you know how to mark the reports you or your organization use so that you can easily find them. Using Categories and/or the Favorites filter are two great tools to help organize your report library.
Think of Categories like you use “bookmarks” for web pages – a way to save a report to make it easier to find. And because reports linked to a specific Category will show that way for all your users that have that report in their library, it’s a great way to make sure you’re all using the same report. Agency Admins have the capability to create Categories and then assign reports to a Category. You can create as many Categories as you’d like, and you can create Sub-Categories as well.
We also highly recommend using our Favorite Reports Filter! You can quickly tag any report to be a Favorite by clicking on the star icon under the Options column. Then, when you want to only see your Favorite Reports, click on the Favorites Reports Filter icon at the top of the page above the Quick Search field. Also, your Favorites Reports are user defined, which means the reports you select can be completely different to reports other users in your organization choose. When enabled, you can even further filter down by using the Quick Search or column filtering and your Favorites are maintained throughout your session until you click on the Favorites filter again to disable or log out. You can also use the Favorites filter when creating Scheduled Reports and there’s a Dashboard widget as well.
To get more information on the above, see our Knowledge Base site, by clicking on the HELP tab under MENU. For more info about Categories, put ‘Report Categories’ in the Search field, then click on that page or watch our short video. For more info about our Favorites filter, put ‘Favorite’ in the Search field. Click on the page ‘Filter to Find Reports’, then scroll down to the section on ‘Using Favorites Filter’. We also cover both topics in our live, monthly webinar - GraspDATA Basic Overview.
Grasp Support Team – Report of the Month:
We have many helpful QC reports, and this month we would like to highlight our User Activity Reports. Our reports #179 Agency User Activity Report by Login Date and #1635 Agency User Activity All will help determine which users are actively using GraspDATA, if they have scheduled batches set up, how many reports have been assigned to their report library and more. Agency Admins are in control of maintaining their users, and these reports will help with that task.
*Please note, if you don’t see the report #, search by REPORT NAME as the report # may be different than the above on your server.
If you have any questions, or need any help, please email support@grasptech.com and we’ll be happy to assist you.
