How to Configure Status Report Settings in OnePlan

Direct Answer: Configure Status Report Settings

To install and schedule Status Reports in OnePlan, install the Status Reports app from Configuration > Apps if it isn't already installed. Then expand the left navigation, select Setup to enter Setup Mode, and select the Edit (pencil) icon next to Status Reports. Select a Plan Type from the top dropdown, then configure the Schedule Configuration, Status Report Behavior, Snapshot Settings, and Report Settings sections on the Configure tab. Select Save, close the panel, then select Done to exit Setup Mode.

What This Article Covers: Status Report Configuration

This article explains how to open Status Report configuration through Setup Mode and configure the schedule, manual submission behavior, snapshot behavior, and report display for a Plan Type in OnePlan.

What you will accomplish
After reading this article, you will be able to enter Setup Mode, select a Plan Type, and configure the schedule, status report behavior, snapshot, and report settings that determine when and how status reports are generated — including whether users can submit reports manually, off-cycle.

Before You Begin: Status Report Configuration

Owner (administrator) permissions in OnePlan
A defined Plan Type to configure status reports against
A plan-level user field to use as the Owner and a plan-level user field to use as the Approver

Note: If Status Reports Isn't in Your Navigation
If an Enterprise Security Group has been configured to hide Status Reports from the left navigation for certain users (via Hide Left Navigation in that group's Advanced Permissions Settings), administrators can still access Status Reports configuration through Setup Mode regardless of that setting.

If Status Reports does not appear in the left navigation when in Setup Mode, the app has not been installed yet. Install it from Configuration > Apps. Once installed, Status Reports appears in the left navigation and can be configured through Setup Mode as described below.

Why This Matters: Status Report Configuration

Context: Standardized, Recurring Reporting

Status Reports in OnePlan let organizations standardize how plan status is captured, approved, and tracked over time. Configuring a schedule ensures reports are generated consistently for every plan of a given Plan Type, without relying on individuals to remember to create one.

Context: Configuration Lives in Setup Mode

Status Report configuration is managed from Setup Mode, the same place administrators manage other navigation items and apps. This replaces the previous backend admin pages location, so administrators configure Status Reports from the same front-end area they use for other setup tasks.

Context: Off-Cycle Submission Is Admin-Controlled

Whether end users can submit a status report manually, outside the regular schedule, is controlled by an administrator setting — it is not available by default. Deciding whether to turn this on is part of scheduling configuration, not a separate step end users can enable themselves.

Step-by-Step: Installing and Scheduling Status Reports in OnePlan

Task: Install the Status Reports App (If Needed)

If Status Reports does not already appear in the left navigation:

Navigate to Configuration > Apps.
Install the Status Reports app.

Once installed, Status Reports appears as an item in the left navigation, and the remaining steps in this article become available.

Task: Enter Setup Mode

If the left navigation is collapsed, select the expand arrow at the bottom to show full navigation labels.
Select Setup at the bottom of the left navigation. This activates Setup Mode, showing Edit (pencil) and, for removable items, Delete (trash) icons next to each navigation item.

Access Status Report Settings from Global Nav.gif

Task: Open Status Report Configuration

Select the Edit (pencil) icon next to Status Reports in the left navigation.

The Status Report configuration panel opens with two tabs: Configure and Form Editor.

Task: Select a Plan Type

At the top of the panel, select Plan Type and choose the Plan Type you want to configure. The settings sections appear once a Plan Type is selected.

Select Plan Type for Status Report Config.png

Task: Configure the Schedule

On the Configure tab, expand Schedule Configuration and set:

Schedule Type — Weekly or Monthly.
Day of Week — For a weekly schedule, the day to run. For a monthly schedule, the day of the month.
Time Of Day — The time the schedule runs.
Next Run — A read-only field showing the date and time the schedule will next generate reports, based on your current settings.
Report Steps — Which process steps (or All States) the status report should run for.
Owner Field — A plan-level user field. The Owner sees the report on the Status Reports page and is the person who submits it.
Approver Field — A plan-level user field. The Approver reviews and approves or rejects the submitted status report.

Status Report Configuration Settings.png

Task: Configure Status Report Behavior

In the Status Report Behavior section, set:

Allow Manual Status Report Creation — When checked, users can manually create and submit a status report for an individual plan outside the regular schedule (off-cycle submission). When unchecked, users can only submit on the configured schedule.
Allow Plan-Level Status Report Scheduling — When checked, a plan manager can override the Plan Type-level schedule for an individual plan from the status report itself (⋮ menu > Schedule Configuration), setting that plan's own Schedule Type — Default, Off, Weekly, Monthly, or Periodic — without affecting the schedule used by other plans of the same Plan Type. See How to Set a Plan-Level Status Report Schedule in OnePlan.

Note: These Settings Control End-User Scheduling Options
Allow Manual Status Report Creation is what makes off-cycle submission available to end users. Allow Plan-Level Status Report Scheduling is what makes the Schedule Configuration option available on an individual status report. If users report they're missing either option, confirm the corresponding setting is enabled for the Plan Type.

Status Report Behavior Settings.png

Task: Configure Snapshot Settings

In the Snapshot Settings section:

Select the Trend Fields you want captured during each status report period.
Select a Snapshot Method:
- Snapshot on Report Creation — Values save when the report is generated.
- Snapshot on Report Submission — Values save when the report is submitted.

Note: Snapshot Fields Are Required for Trend Fields to Display
Adding a field here under Trend Fields is what captures that field's value at each reporting period, building up the historical data a trend needs. On its own, this doesn't display a graph — you also need a separate Trend calculation configured on the field itself, which tells OnePlan to render that captured history graphically. Configure this second step under Fields > [Field Name] > Calculations > Calculation Type: Trend. See Manage Field Calculations for details. Without both pieces in place — the field selected here and a Trend calculation on that field — trend graphs will not appear.

Status Report Snapshot Settings.png

Task: Configure Report Settings

In the Report Settings section, select a Page Orientation — Portrait or Landscape. This controls how the form displays and how it exports or prints to PDF.

Status Report Orientation Settings.png

Task: Save and Exit Setup Mode

Select Save in the bottom right corner.
Select the X in the top right corner to close the Status Report configuration panel.
Select Done at the bottom of the left navigation to exit Setup Mode.

Task: Return to Configuration from an Open Status Report

If a plan's Plan Type has the Reporting - Status Reports tab enabled in its process steps (see How to Enable the Reporting - Status Reports Tab in OnePlan), an administrator can reach the same Status Report configuration directly from within a plan, instead of going through Setup Mode.

Open a plan, select Reporting, then select Status Report.
On the open status report, select the gear icon near the report date.

This opens the same Configure and Form Editor tabs shown in Setup Mode, scoped to that plan's Plan Type. Changes made here apply to the Plan Type, the same as changes made through Setup Mode — this is simply a faster path once the Reporting - Status Reports tab is already enabled for that Plan Type.

Access Status Report Settings from Plan.gif

Frequently Asked Questions: Status Report Configuration

Q: What do I do if Status Reports doesn't appear in the left navigation?
A: In OnePlan, this means the Status Reports app hasn't been installed yet. Install it from Configuration > Apps. If it was previously installed but is still missing for certain users, check whether an Enterprise Security Group has Status Reports hidden under Hide Left Navigation — administrators can still reach it through Setup Mode even when it's hidden from a group.

Q: Where do I configure Status Reports in OnePlan now?
A: In OnePlan, Status Report configuration is accessible from Setup Mode — expand the left navigation, select Setup, then select the Edit icon next to Status Reports. If a Plan Type already has the Reporting - Status Reports tab enabled, an administrator can also open a plan of that type, go to Reporting > Status Report, and select the gear icon to reach the same configuration without using Setup Mode.

Q: Do I need to do anything extra to let users submit status reports off-cycle?
A: Yes. In OnePlan, an administrator must enable Allow Manual Status Report Creation in the Status Report Behavior section for that Plan Type. Off-cycle submission is not available by default.

Q: What does Allow Plan-Level Status Report Scheduling do?
A: In OnePlan, enabling Allow Plan-Level Status Report Scheduling adds a Schedule Configuration option to the ⋮ menu on a plan's status report, letting a plan manager set that plan's own Schedule Type — Default, Off, Weekly, Monthly, or Periodic — instead of always following the Plan Type-level schedule configured here. The override only affects that individual plan.

Q: Can I use the same Status Report schedule for multiple Plan Types?
A: In OnePlan, schedule and form settings are configured per Plan Type. Use the Copy option in the Form Editor to copy settings from one Plan Type to another instead of configuring each one from scratch.

Q: What is the difference between the two Snapshot Methods?
A: In OnePlan, Snapshot on Report Creation saves trend field values when the report is first generated, while Snapshot on Report Submission saves them when the owner submits the report.

Q: I added a field to Trend Fields, but I don't see a trend graph on the report. Why not?
A: In OnePlan, adding a field under Trend Fields in Snapshot Settings only captures that field's historical values — it does not automatically display a graph. You also need to configure a Trend calculation on that field under Fields > [Field Name] > Calculations. Both steps are required: the field must be selected as a Trend Field here, and it must have a Trend calculation configured. See Manage Field Calculations.