Revision as of 15:18, 2 January 2020

There are numerous reports on the system that cater for all different sets of data entry. Finding the right report can be somewhat challenging for a new user not familiar with reporting requirments. The guide below will highlight the most common reports within the system.

KPI Report Designer

The KPI report designer is our most used reporting tool. There are a wide variety or reports within KPI report designer than will meet reporting needs from many different areas within the system. Firstly deciding the dates and the projects are key to what data will be extracted. Following the criteria screen you are presented with many tabs each containing multiple reports. Some of the more generic and widely used reports are below:

Number of Person/Orgs Accessing Service In The Time Period

This report will count unique people/orgs that have had a Referral, Update, Extra information or a Club clinic attendance recorded on the history page within the time period and project set on the initial screen. This is a common report for finding how many people your organisation has worked with during the time period.

Number of referrals

Selecting to run the number of referrals report will extract the number of newly opened referrals within the timeframe and projects set on the first screen. User extract this report to identify what new work has been opened within the timeframe and can then diverge more information about these referrals from within this report.