The webinar focuses on providing strategies for troubleshooting issues related to reports within the ETO (Efforts to Outcomes) system. It explains that the first step in troubleshooting is ensuring the user has access to view the desired report, as reports are only visible to users based on their assigned reporting role, which can differ from their user role in the system.
It also delves into the various security settings that can impact what data is displayed in reports, including touchpoint security, referral security, and caseload restrictions. It emphasizes the importance of verifying that the "view own" permissions are enabled for the relevant touchpoints and referral forms to ensure the user can see the expected data. The webinar also addresses common issues with report filters, providing a step-by-step process for troubleshooting missing or unexpected data. Finally, it offers guidance on addressing white screen errors when launching reports, recommending specific configuration settings and the option to create a copy of the report for further investigation.
Troubleshooting Reports Presentation Slides
