Revision as of 15:47, 5 June 2018

File:Reports PI.PNG

Introduction

The Progress Interval report uses templates and stages to report on. It offers reporting on how long things have taken and how many people are on particular stages. The report is broken down in to steps:

• Step 1 - Selection Criteria, which Projects and templates.
• Step 2 - The type of report to run.
• Step 3 - The Report

Step 1 - Report Criteria

Selection Criteria Tab

Before continuing it is important that check that the working days have been calculated for the period you are reporting. They Earliest and Latest dates must be prior to the start date and after the end date. If there are no dates then click on the Update Working Days link, as you will not be able to continue to Step 2.

On the Selection Criteria tab complete the following:

• Start Date - Start date of the reporting period.
• End Date - End date of the reporting period.
• Project - Which projects you wish to report on, hold down the CTRL key to select multiple.
• Progress Template - Which templates you wish to report on, hold down the CTRL key to select multiple.
• Exclude Records That Have Been Terminated? - Specify if you wish to include/exclude people/organisations that have been terminated from the project.
• Active Progress Stages Only? - Specify to whether to include inactive template stages.

Branch Reporting Tab (requires Branch Module)

On this tab you can specify to report on records in;

• All Branches
• Selected Branches
• Selected Branch Groups (views)

Click the 'Continue to Next Step' button to go to step 2, if nothing happens check the working days a set as mentioned above.

Step 2 - Required Intervals

Interval Calculations

Interval Calculations are used to look at how long it has taken to get from one stage to another stage.

Example 
The template manages allocation to staff and volunteers and you want to calculate how long a person has waited to be allocated.
The 'from' stages is
- On waiting list
The 'to' stages is
- Allocated

You can do calculations from multiple stages to multiple stages, examples below:

Example 1 
The template manages allocation to staff and volunteers and you want to calculate how long a person has waited to be allocated.
The 'from' stages are
- On waiting list for a Staff Member
- On waiting list for a volunteer
The 'to' stages are
- Allocated to a Staff Member
- Allocated to a Volunteer

Example 2
The template manages allocation to staff and volunteers and you want to calculate how long a person has waited to be allocated.
The 'from' stage 
- On waiting list
The 'to' stages are
- Allocated to a Staff Member
- Allocated to a Volunteer

In the 'from' section you will be displayed the following options:

• Referral Date - This is the date that the referral/case was created.
• The Stages - The stages of the selected templates.
• Choose Whether You Want Earliest or Latest - If you want to report on a referral that has moved from one or more stages you can say whether to report from the date of the first entry or the date from the latest entry.

Example
There are two stages, enquiry and home visit.  The client has made several contacts that were recorded on the enquiry stage before a home visit was made.
If you want to report on the time between the first enquiry to the home visit you would select earliest.
If you want to report on the time between the last enquiry to the home visit you would select latest.

In the 'to' section you will be displayed the following options:

• The Stages - The stages of the selected templates.
• Choose Whether You Want Earliest or Latest - If you want to report on a referral that has moved from one or more stages you can say whether to report from the date of the first entry or the date from the latest entry.

Example
There are two stages, enquiry and home visit.  The client has called and this was recorded on the enquiry stage, following this they have had multiple home visits.
If you want to report on the time between the enquiry to the first home visit you would select earliest.
If you want to report on the time between the enquiry to the last home visit you would select latest.

Clients Currently On A Stage

Clients Who Went Onto A Stage Clients

Who Have Been On A Stage

Clients Not Yet On A Stage

Raw Data