Queries: This is where all queries created above grids throughout the system are stored. New queries are created here, related to a specific data class, and executed. Results of the query are presented on a grid where you can click on an item to access its profile view.

Templates: Report templates are created and stored within this submenu. A template controls the fields of data from a particular data class – essentially the number and order of columns of data related to a particular grid. You can create a template for a specific data class, choose which related fields you want to include in the export, and assign the template to either yourself or the entire organization. Once saved, it will appear here and on the Print icon dropdown above the applicable grid.

Reports: In this submenu you can create customized grid reports by combining a customized query with a customized template for a particular data class. The template provides the overall structure of the export (the number and organization of columns) and the query filters the data in each column based on the criteria selected for each field.

EMS Tracker: With this submenu you can quickly assess the status of your entire organization in real time. It provides summations of many items and the ability to drill-down to list and single record views. For example, if you want to know how many critical tasks due in the past six months are incomplete, set the “From” date six months back and click on Requery. The total number of overdue critical tasks will be displayed and summed from your child organizations up to your assigned organization. Click on the actual numeral to navigate to a grid that lists all the overdue critical tasks. You can then click on one of the tasks to view its profile. The same can be done with many different types of data such as findings, compliance audits, O&Ts, etc.