Difference between revisions of "Ladder Outcomes Target Comparison Report"
From Charitylog Manual
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− | + | [[File:helpheader_small.png|right]] | |
[[File:Menu_reps_targetcomp.PNG]] | [[File:Menu_reps_targetcomp.PNG]] | ||
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* '''Project''' - Specify all projects or select a specific project. | * '''Project''' - Specify all projects or select a specific project. | ||
* '''All Outcomes or Outcomes For Completed Referrals Only?''' - You can report on outcome to either completed referrals or all referrals (complete and incomplete) | * '''All Outcomes or Outcomes For Completed Referrals Only?''' - You can report on outcome to either completed referrals or all referrals (complete and incomplete) | ||
− | * '''Individual Client Details or Summary By Target?''' - | + | * '''Individual Client Details or Summary By Target?''' |
− | * Print | + | ** '''Individual Client Details?''' - This displays each outcome ladder as a group and the service users scores. The scores are the first of the referral and the latest score for the referral. |
+ | ** '''Target Summary''' - This displays the ladder outcome targets that have been set on the assessments, giving average first and latest scores. Referral data can also be accessed via the [[Blue Folder Lookup]] tool. | ||
+ | * '''Organisation/Person Type''' - Select the record types that you wish to include on the report. | ||
+ | * '''Display/Print Layout Style''' - Select the display/print orientation of the report. | ||
+ | |||
+ | Click 'Display in Browser' to display and print the report, or 'Export to Spreadsheet'. | ||
+ | |||
+ | '''Individual Client Details report''' | ||
+ | |||
+ | [[File:reps_trgetcompclient.PNG]] | ||
+ | |||
+ | |||
+ | '''Summary report''' | ||
+ | |||
+ | [[File:reps_trgetcompsum.png]] | ||
+ | |||
+ | ---- | ||
+ | [[File:helpheader_small.png|right]] |
Revision as of 13:04, 31 October 2018
This report allows you to show the outcomes that have been entered and how they compare with targets that have also been entered for particular clients. To run the report complete the following criteria:
- Start referral date - Start date for the report period based on the referral date.
- End referral date - End date for the report period based on the referral date.
- Outcome heading - Select the require outcomes for the report. Use CTRL to select multiple outcomes.
- Project - Specify all projects or select a specific project.
- All Outcomes or Outcomes For Completed Referrals Only? - You can report on outcome to either completed referrals or all referrals (complete and incomplete)
- Individual Client Details or Summary By Target?
- Individual Client Details? - This displays each outcome ladder as a group and the service users scores. The scores are the first of the referral and the latest score for the referral.
- Target Summary - This displays the ladder outcome targets that have been set on the assessments, giving average first and latest scores. Referral data can also be accessed via the Blue Folder Lookup tool.
- Organisation/Person Type - Select the record types that you wish to include on the report.
- Display/Print Layout Style - Select the display/print orientation of the report.
Click 'Display in Browser' to display and print the report, or 'Export to Spreadsheet'.
Individual Client Details report
Summary report