Reports

To create a report select the “Create New Report” located at the top right of “My Reports” as shown in the screenshot below.

The Report Details will open, prompting you to name the report by giving it a title as well as nominating the form which you’re aiming to report off (Note: Only Active forms will be visible in the dropdown list). Following the implementation of Advanced reporting, you can now select multiple forms to be combined into one report. It is important to note that when combining these reports you can currently only select forms that fall under the same “Section” this means if you select a Staff based form you cannot combine this with a Client based form as well.

When Selecting the forms from the above list there is now additional functionality as covered by the arrows shown below.

Left Hand Column

The Double arrows will move all available forms over to the right-hand column with one click.

The single arrow allows any selected form to be moved across to the right-hand column. To select multiple forms simply hold “Left Ctrl” on your keyboard and click on the various forms you’d like to move across.

Right Hand Column

The left-facing single arrow will move any selected forms back to the left-hand column. To select multiple forms simply hold “Left Ctrl” on your keyboard and click on the various forms you’d like to move across.

The left-facing double arrow will move all forms across from the right-hand column back to the left-hand column.

The up-facing arrow will take the selected form and move it up a position in the right-hand column. This is useful for organizing the data as the form located at the top of the selection box will be furthest left when running the report. Use this tool to show the more important report information right away.

The down-facing arrow will take the selected form and move it down a position in the right-hand column. This allows you to take the less important information and transfer it to the right-hand side of the report.

Following the selection of the forms, you will see a “Columns” dropdown, click the “+” icon on the right-hand side of the screen to drop down the below information.

You will then be able to select any columns from the above-selected forms that you might like to show within the finalized report view. It is again important to note that the positioning of the columns is important in the report view. Columns at the top of the list on the right-hand side will show at the beginning of the report (Left) and anything listed afterward will move towards the right the further down the list it is.

From this point you’re able to view the report via the button at the bottom right of the screen, however, there are further sections under “Columns” that allow further control and filtering of the report.

The information displayed on the report can also be filtered by status (record status as active, inactive,
archived, referral or applicant); by date/ date range, additional advanced filter(s) based on the selected
form and site filter (check your system menu for the full list of sites available in your system)

Please Note: For the report to display you will have to select at least one available site in the dual select box shown below.

Order results provide you with the option to display the information based on the “Order by” selected field
and “Order Type” (Ascending or Descending). This is useful if you’re wanting to sort information by date or alphabetical order for example as it will automatically interpret the request based on the information stored in the field.

Finally, you’re able to select “View Report” to finalize your selections and generate the report based on the above selections