Zoom Remote Session

Zoom meeting for customer support remote sessions

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Written by levi lugo
Updated over a week ago

Who should I contact?

Written by Rebekah Kohls
Updated over a week ago

Clear Browser Cache

Below are the instructions for clearing your browser cache in Internet Explorer.

Written by Taylor Roderick
Updated over a week ago

How to Add Trusted Sites to Internet Explorer

Written by Andrew Currens
Updated over a week ago

How to Add a New User

Written by Andrew Currens
Updated over a week ago

Emulating a previous version of Internet Explorer

Written by Taylor Roderick
Updated over a week ago

Compatibility Mode

Written by Andrew Currens
Updated over a week ago

How to Locate your Live Office Login Information

Written by Taylor Roderick
Updated over a week ago

Whitelisting SSG Support Emails

Written by Taylor Roderick
Updated over a week ago

Browser Compatibility

Written by Andrew Currens
Updated over a week ago

How To Locate your Live Office Server

Written by Taylor Roderick
Updated over a week ago

Browser: What Browser is Being Used

Written by Taylor Roderick
Updated over a week ago

How to locate your Where Am I? information

Written by Taylor Roderick
Updated over a week ago

How to Close a Case in the Support Portal

Written by Taylor Roderick
Updated over a week ago

What do I do if my ETO account is locked?

Written by Taylor Roderick
Updated over a week ago

Why can't I use ETO in Microsoft Edge?

Written by Taylor Roderick
Updated over a week ago

Getting Started: Adding Links to My Favorites

Written by Taylor Roderick
Updated over a week ago

Reset Password

Written by Taylor Roderick
Updated over a week ago

Turning off the SmartScreen Filter

Written by Taylor Roderick
Updated over a week ago

Browsing History and Browser Cache Settings

This article describes the browser history and cache settings that must be applied for ETO to function properly.

Written by Taylor Roderick
Updated over a week ago

Compatibility View

ETO works best outside of compatibility mode. This article goes over compatibility settings that optimize ETO's functionality.

Written by Taylor Roderick
Updated over a week ago

How to Access Who Am I?

The Who am I? information is a detailed location of where you are working in ETO.

Written by Taylor Roderick
Updated over a week ago

Groups and Collections

What is the difference between Groups and Collections?

Written by Andrew Currens
Updated over a week ago

Adding a New Family with Existing Participants

Written by Andrew Currens
Updated over a week ago

ETO Results: Recommended settings for View and Creation/Editing tools

Written by Taylor Roderick
Updated over a week ago

How do I Create an Age Range Variable in ETO Results?

Written by Andrew Currens
Updated over a week ago

ETO Results Refresh Schedule

How long does it take for entered data to show in ETO Results?

Written by Andrew Currens
Updated over a week ago

ETO Results: Averages are Incorrect

Why are my averages in Webi calculating incorrectly?

Written by Andrew Currens
Updated over a week ago

All Dashboard Report Prompts

Written by Taylor Roderick
Updated over a week ago

ETO Results: Common Functions and Operators

What are some of the common functions and operators in ETO Results?

Written by Andrew Currens
Updated over a week ago

TouchPoint Dashboard Report Prompts

How do I determine which prompt to use in a TouchPoint dashboard report?

Written by Andrew Currens
Updated over a week ago

Reports: Adding a Report or Query to My Favorites Tab

Written by Taylor Roderick
Updated over a week ago

ETO Results: Cannot create new report using Manage Report Universes

Written by Taylor Roderick
Updated over a week ago

How to Log Out of Live Office

Written by Andrew Currens
Updated over a week ago

BO 4.2: Add Filter to Reports

Written by Taylor Roderick
Updated over a week ago

How to set Input Controls

Written by Taylor Roderick
Updated over a week ago

How to Flatten Demographics/Touchpoint Answers Using Custom Variables

Written by Andrew Currens
Updated over a week ago

What is Subject Identifier and How Do I Utilize It?

Written by Andrew Currens
Updated over a week ago

How to Find Response ID in ETO and ETO Results

Written by Andrew Currens
Updated over a week ago

ETO Results: How To Add a Print Button to a Report Tab

Written by Andrew Currens
Updated over a week ago

How to Delete Scheduled Reports

Written by Andrew Currens
Updated over a week ago

ETO Results: Separate TouchPoint Values for Non-Exclusive Choice Elements on to Separate Lines

Written by Andrew Currens
Updated over a week ago

ETO Results: Incorrect Totals/Aggregates

Why are my totals/aggregates wrong?

Written by Andrew Currens
Updated over a week ago

ETO Results: Manual Active Filter

Written by Andrew Currens
Updated over a week ago

How To: ETO Results: Delete Custom Reports

When managing reports, Site Administrators may need to delete a report to ensure that current data is being provided to the proper end user.

Written by Andrew Currens
Updated over a week ago

ETO Results: Report Taking a Long Time to Load/Timing Out

Written by Andrew Currens
Updated over a week ago

ETO Results: Adding an Electronic Signature Image to a Report

Written by Andrew Currens
Updated over a week ago

ETO Results Best Practices: Improving Report Performance

What are the best practices around using formulas and functions in ETO Results reports?

Written by Andrew Currens
Updated over a week ago

ETO Results Best Practices: ETO Configuration

Written by Andrew Currens
Updated over a week ago

ETO Results: Program Name in TouchPoint Response Report

Why do I see multiple program names in my TouchPoint report?

Written by Andrew Currens
Updated over a week ago

ETO Results: Detail Objects in Standard Touchpoint Universe (NEW)

Written by Andrew Currens
Updated over a week ago

BO 4.2 Upgrade: ETO Results link

Written by Taylor Roderick
Updated over a week ago

ETO Results: Using Merged Dimensions

Written by Andrew Currens
Updated over a week ago

How to Assign Reports to User Roles

Written by Taylor Roderick
Updated over a week ago

ETO Results: Manually Flatten Universe

Written by Andrew Currens
Updated over a week ago

How to Change a Universe

Written by Taylor Roderick
Updated over a week ago

ETO Results: Finding the Most Recent Response to a TouchPoint

Written by Andrew Currens
Updated over a week ago

ETO Results: Caseload Filters

Written by Taylor Roderick
Updated over a week ago

Universe Dimensions Custom Dates

Written by Taylor Roderick
Updated over a week ago

Reports: Refreshing the Report List

Written by Taylor Roderick
Updated over a week ago

BO 4.2 Upgrade Article Collection

*Important* - Please login to ETO Support Portal in order to access the links below

Written by Taylor Roderick
Updated over a week ago

ETO Results: Hyperlink to a Participant's Dashboard

Written by Taylor Roderick
Updated over a week ago

ETO Results: Complex Query Filters

Written by Taylor Roderick
Updated over a week ago

ETO Results Best Practices: Maximizing Query Performance

Written by Taylor Roderick
Updated over a week ago

Reports: Duplicated Data

Written by Taylor Roderick
Updated over a week ago

BO 4: How to Create a Merged Dimension

Written by Taylor Roderick
Updated over a week ago

What is the difference between flattened and unflattened data in ETO Results?

Written by Taylor Roderick
Updated over a week ago

ETO Results Universes: Which universe to use

Written by Taylor Roderick
Updated over a week ago

ETO Results: Create a Custom Universe

This article provides guidance on how to create a Custom Universe for ETO Results

Written by Taylor Roderick
Updated over a week ago

Reports: Missing/Unable to Open Reports

Written by Taylor Roderick
Updated over a week ago

SQL Error when Running Report

Written by Taylor Roderick
Updated over a week ago

ETO Results: Reporting Terms

Written by Taylor Roderick
Updated over a week ago

ETO Results: Scheduling a Report

Scheduling a report is a useful feature when you have a report that needs to be run and delivered on a regular basis.

Written by Taylor Roderick
Updated over a week ago

Creating an ETO Insight

Written by Andrew Currens
Updated over a week ago

Managing Security for Entity Types/Subtypes

Written by Taylor Roderick
Updated over a week ago

Entity Program Enrollment

This article describes how to set entity program enrollment.

Written by Andrew Currens
Updated over a week ago

Entities: Edit an Entity Type

Written by Andrew Currens
Updated over a week ago

ETO AWS Test Drive

Written by Andrew Currens
Updated over a week ago

How to Use the Query Wizard to get a list of Participants Active in a Date Range?

Query Wizard can be used to pull data from the database, including information for active Participants within a time frame.

Written by Andrew Currens
Updated over a week ago

New User Account: Unique Email Error

Written by Andrew Currens
Updated over a week ago

Collections: Edit, Disable, or Delete a Collection

It is highly recommended that you disable a collection rather than deleting it so that you save all work recorded for it.

Written by Andrew Currens
Updated over a week ago

Collections: Create a Collection

Written by Taylor Roderick
Updated over a week ago

Removing vs. Deleting Participants from Collections

Written by Taylor Roderick
Updated over a week ago

HMIS: How to Generate a Data Pull

Written by Andrew Currens
Updated over a week ago

Batch Upload: Participant

Written by Andrew Currens
Updated over a week ago

Batch Upload: User Batch Upload: Upload File

Written by Taylor Roderick
Updated over a week ago

Batch Upload: User Batch Upload: Template Data Entry

This article is intended to be used as a step-by-step guide to fill out the user batch upload template.

Written by Andrew Currens
Updated over a week ago

Batch Upload: User Batch Upload: Error Resolution

Written by Andrew Currens
Updated over a week ago

Batch Upload: Unable to Upload TouchPoint Response for Dismissed Participant

This article describes the workaround for DE10360: Batch Upload Unable to Upload TP response for dismissed participant

Written by Andrew Currens
Updated over a week ago

Participant Dashboard Report Prompts

Written by Taylor Roderick
Updated over a week ago

Which Reporting Platform Should I Use?

Written by Andrew Currens
Updated over a week ago

Using the TouchPoint Flat File

The TouchPoint Flat File is a handy report that shows you all of the responses for a specific TouchPoint in a grid format.

Written by Andrew Currens
Updated over a week ago

Troubleshooting the Crystal Reports Viewer

Written by Andrew Currens
Updated over a week ago

My Excel File Doesn't Open

Written by Taylor Roderick
Updated over a week ago

Support Portal: How to Use the Support Portal

The Support Portal provides instructional documentation about how to use ETO as well as case entry and management options.

Written by Andrew Currens
Updated over a week ago

Important Notice about Support Portal Access

How will the disablement of TLS 1.0 affect my access to the customer portal?

Written by Andrew Currens
Updated over a week ago

Viewing Invoices in the Portal

Written by Andrew Currens
Updated over a week ago

Chat

How to contact customer support via chat

Written by Taylor Roderick
Updated over a week ago

Support Portal: Knowledge Base Search Links

Written by Andrew Currens
Updated over a week ago