Steps to Access the CTS Monthly Report in Tableau
To run CTS Monthly report log into Tableau (link).
Navigate to the "Explore" Section:
- You can access "Explore" in two ways:
- From the Home screen.
- From the Menu Panel on the leftt side of the screen.
Access the ONHRDB Folder:
- Click on the ONHRDB Folder
Open the Reports Folder:
- Click on ONHRDB Agency Reports to view all available reports.
Choose the report you are trying to run:
- Select the A05 - CTS Monthly Report:
- Select Story 1
Setting Filters for Your Report
Filters allow you to customize your report to display only the most relevant data. Key filters include:
Date Filter:
- Enter dates manually or use the calendar to select the start and end dates.
PHU Filter:
Select your organization's Public Health Unit (this field will auto-populate).
Agency Filter:
- Choose any associated agencies linked with your PHU, if applicable.
Site Filter:
- View all sites associated with your organization in NEO. Deselect any sites you do not wish to include in the report.
Additional Filters for Your Report
Additional filters are available at the top of your report to help manage and adjust or reset filters as needed:
Export/Download a Report
Users can select their preferred format for downloading a report. It is recommended to download this report as a PDF for optimal formatting.
If data extraction is needed, users can download in Excel or CSV format by selecting Crosstab from the report download menu.
Please note that Tableau reports are structured to allow only one data point to be downloaded at a time; thus, each individual calculation must be downloaded as a separate file if using the Excel format.
To download your report, click on the download button 
at the top right of the screen.
Select the format you prefer. Once the format is selected a new window will appear with further customization options to download the report.
Follow these steps if one of the following formats is selected:
PDF
To open the downloaded PDF, locate the file in your system's default download folder or the location where it was saved, and double-click it. Ensure you have a PDF reader, such as Adobe Acrobat Reader, installed to view the file.
Crosstab
To open the downloaded Excel file, locate it in your system's default download folder or the location where it was saved, and double-click it. Ensure you have spreadsheet software, such as Microsoft Excel or Google Sheets, installed to view the file.
For more details on the CTS monthly report calculations, please click here
