The folder icon located to the left of the bolded text, will expand and collapse lists of reports for each category.

Any staff with access to Reports will see all existing reports listed, however if you don't have the Neo permissions to view any particular report, once you select that report, you'll see Security Denied Access in place of the Run Report button.                   If you believe this is an error and you should have the ability to view a report you are being denied access to, speak with your supervisor about having these Neo permissions added.

Customization

For staff who have any number of reports that they access regularly, there is the option to Favorite any report on this screen. Once a report is selected, to the left of the report view at the very bottom of the list, you'll see an Add To Favorite button. This will add that particular report to your Favorites, showing it at the top of the list of Reports, sorted by category. Favorites are saved and remembered, meaning they will stay exactly as you save them unless/until you change them.

Once you select which report you are looking for, a preview will appear alongside your options for parameters.  

Select your parameters.  This example uses the report “Failed Activities” but the concept works similarly for all reports.  

Parameters for report criteria

• Date range
• Program
• Location
• Staff
• Failed Reason
• Additional Comments
• Activity
• Client ID
• Payor
• Payor Class

You will also select how you would like to view your report such as simply viewing it as a PDF right in Neo, printing it, or exporting it out as a spreadsheet.

 Once your parameters are selected, click “Run Report”.

Here's an example of the Failed Activities Report, run in “View” mode.

Here's an example of the Failed Activities Report run to be exported to an Excel spreadsheet.

It may appear slightly differently, depending on what device you're using.  

 The exported report will look similar to this:

Print option