Difference between revisions of "Benefits Report"
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| − | + | The systems Benefits Report provides reports on data entered using the [[Benefits and Income]] feature, which is designed to hold details of a client's income/benefits and track and manage benefit applications. | |
The report format is similar to the [[Extension Database Reports|Extension Database Report]] in that there is essentially one filter per field in the "benefits" section. | The report format is similar to the [[Extension Database Reports|Extension Database Report]] in that there is essentially one filter per field in the "benefits" section. | ||
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The report allows you to filter the output by various dates - there are options for '''Date Applied''', '''Date Awarded''', '''Date Ended''' and '''Date Notified'''. These correspond to date fields on the "benefits" section of [[Benefits and Income]]. | The report allows you to filter the output by various dates - there are options for '''Date Applied''', '''Date Awarded''', '''Date Ended''' and '''Date Notified'''. These correspond to date fields on the "benefits" section of [[Benefits and Income]]. | ||
| − | If a date range is entered in these search fields, any records with blank dates will be excluded from the results (however, as is usual with | + | If a date range is entered in these search fields, any records with blank dates will be excluded from the results (however, as is usual with the systems reports, if you leave all fields blank, the report will return all results with no filtering - even those with blank dates). |
[[file:cl_BR_2.png|border]] | [[file:cl_BR_2.png|border]] | ||
Revision as of 11:00, 8 August 2018
Location in standard build: Reports Tab > "General" section > Benefits
The systems Benefits Report provides reports on data entered using the Benefits and Income feature, which is designed to hold details of a client's income/benefits and track and manage benefit applications.
The report format is similar to the Extension Database Report in that there is essentially one filter per field in the "benefits" section.
Date filters
The report allows you to filter the output by various dates - there are options for Date Applied, Date Awarded, Date Ended and Date Notified. These correspond to date fields on the "benefits" section of Benefits and Income.
If a date range is entered in these search fields, any records with blank dates will be excluded from the results (however, as is usual with the systems reports, if you leave all fields blank, the report will return all results with no filtering - even those with blank dates).
Other filters
- Benefit Obtained By Staff Member? - filter by which staff member is recorded as linked to the benefit data
- Means Tested? - choose to see means tested benefits, non means tested benefits, or both
- Benefits Obtained By Us? - you can record information in the Benefits and Income area about benefits that were obtained by other organisations, etc. Choose whether to see these in the reporting output or not.
- Confirmed or Estimated?
- Linked To Referrals For Which Project? - optionally, benefit data can be linked to a Referral, and therefore to a Project. You can choose here whether to view all data (which will include data which is not linked to any Referral), or only data linked to Referrals within a specific Project.
Output options
- Order By - choose from Benefit, Project, Client Name, any of the key dates, or Staff Member.
Rob Kay - manual author (talk) 16:55, 7 June 2017 (BST)
