Reporting
Runtime - 20:47
This video demonstrates how to use PSA to create, modify, and share advanced filters, finds, views, and dashboards.
The key to understanding advanced filter structures is:
Knowing what’s available to you
Planning out (or mapping) what you want to see
Choosing the baseline data everything else is built on or filtered by
Dashboards are built using Views
Views are built using Advanced Finds
Scroll down to use < > arrows
OR
use browser’s Back button
Previous
Create Call List for AHLTA Clinics
Next