Referrals: the Open Units Tab

Overview

The REFERRALS Open Units tab allows users with Looker access to view all the open units in their Programs at once.

Access to the Open Units tab is controlled by the following Access Rights:

• Referrals
• Data Analysis
• Referrals - Analysis (‘Data Analysis’ access required)

The Open Units Report setting on the AGENCY OVERVIEW page allows you to select which report will be displayed on the Open Units tab.

Initially, the only option is a default Open Units report, but custom reports can be created as described in the “Creating Custom Reports” section at the end of this article. 

Accessing the Open Units Tab

To access the Open Units tab, click SEARCH > REFERRALS > Open Units. A “Loading Explore” icon appears while Looker is loading.

When the Open Units tab opens, you will see the default Open Units report.

• The report’s filters are configured with the defaults settings shown below.

You may adjust the filters as needed. For example:

• • You could add a filter for the Program Opening Count to be greater than 0 so that the report will only show units for programs that have openings.
    
  • You could set the Sharing Group Name to be equal to a specific sharing group so that the report only shows open units for that sharing group.
    
    
    

• If desired, you may adjust the way the data is visualized.

• The default dimensions and measures included in the report are shown below.

You may adjust the dimensions and measures as needed:

• • Select additional dimensions or measures from the list on the left side of the screen.
  • To delete a dimension or measure, click its gear icon and select Remove.

Creating Custom Reports

Users who have access to a stand-alone version of Looker may create custom reports that can be viewed on the Open Units tab.

1. Create the report:
   • Create a Look or Dashboard in your stand-alone instance of Looker. 
   • Save the new Look to the program openings subspace. (If the program openings subspace does not exist, create it.)
2. Add the report to the Open Units Report list:
   • Navigate to SETUP > SETTINGS > Advanced Options > Data Analysis.
   • On the REPORT CATEGORIES page, click the Edit icon for the appropriate report category.
     
   • In the program openings subspace, turn on the toggle for the report(s) you wish to add to the Open Units Report list, then click SAVE CHANGES.
     
     Note: If you don’t see your custom Looker report, click REFRESH DATA ANALYSIS on the REPORT CATEGORIES page (SETUP > SETTINGS > Advanced Options > Data Analysis).
     
     While the refresh is running (which may take a few minutes), you will see a spinning icon in the website tab.
     
3. Select the report from the Open Units Report list on the AGENCY OVERVIEW page. Click SAVE CHANGES. Repeat this step for every agency that needs access to the report.
   
   
   The selected report will now be the report that is displayed in the Open Units tab.