<< Click to Display Table of Contents >> Navigation:  »No topics above this level« Reports

What can you do on this screen?

On the Reports screen, you can create outputs from LEAD that are not tied to specific initiatives. Simply find the report you would like to generate. Select it in the list and select View . If a report has options, they will show in a pop-up window for you to select as desired.

 

The following reports are available:

•In the Initiatives group:

oRestricted Users and their Initiatives - a PDF document listing all restricted users and the initiatives they are assigned to on the Team Member screen.

oAll Initiatives - a spreadsheet listing all initiatives, grouped by Departments and My Initiatives, along with the Initiative State, Start and End Date information.

•In the Library group:

oAll KSAs - a spreadsheet listing all KSAs that are in the Library, with Knowledge, Skills, and Abilities each on their own tabs.

oAll Conditions/Standards - a spreadsheet listing all Conditions, Standards, and Verbs on separate tabs.

oAll Interventions - a spreadsheet listing all Interventions that are in the Library.

•In the Resources group:

oAll Resources - a spreadsheet listing all resources in LEAD along with their information, with each resource category (Consumables, IETMs, IMM, Publications, Software, and Tools/Equipment) listed on a separate tab.

oUnused Resources - a spreadsheet listing all resources in LEAD that have not been cited or linked to in any initiative, with each resource category (Consumables, IETMs, IMM, Publications, Software, and Tools/Equipment) listed on a separate tab; this allows users to identify any resources that are not in use for possible deletion.

•In the Users group:

oUser Listing - a spreadsheet listing all users in LEAD;

when you generate the report, you can choose to select one or more types of users to output:

▪Active Users.

▪Pending Users - those who have requested an account.

▪Inactive Users - those who have not logged in for more than a certain number of days (set by the system administrators).

▪Locked-Out Users - those who have entered their password incorrectly too many times.

▪Deleted Users - those that have been deleted from the system (whose information is retained only to ensure nothing breaks by having no selection for the initiative owner for example). Even if the Deleted Users Can Be Restored setting on the Customization > Configuration screen removes (deletes) users from the database, they will still be listed in this report with some of their information.

Finding Reports

If you can't find the report you're looking for, enter a search term in the Find: field and select Search. The table will list all reports that contain your search term on the screen.

You can also sort the order of the reports that are listed on the screen to find the relevant report. You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.

Using the Module sort at the top of the screen sorts the modules that the reports are listed under.