Using Report History - Step by Step

Using Report History - Step by Step

The report history function within CAC CareNet allows you to record when site reports are ran, by who, and at what time. The benefit of utilizing the report history function makes it easy to review historical reports without needing to re-run the report. Please follow the steps below to setup recording reports:

Step 1: Navigate to the Reporting tab and select Report Settings.
Note: You may receive an error if you do not have the correct permission set. If you encounter an issue please contact your local administrator. 


Step 2: Once on the report settings page you will see all the available site reports you can record/save. To select a report to start saving press the 'Edit Reports' button, and check the box next to the report you would like to start saving. After making your selections don't forget to press the save button.

Below the site reports you will see the statistical favorites section. This area will populate after reports are being saved, giving you an indication of what reports are being ran the most.
Note: Saving reports only works for site reports. This does not work for custom reports or reports built in the report builder.


Step 3:  To view report history select the report history button within the reporting tab. On this page you will see in date order what reports have been ran. You have filters to modify the results listed, such as: Date ranges (A) and Search (B). To review a report that has already been ran simply press the view report button in the 'Report Name' column (C) and it will open the report in a new tab.




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