Revision as of 16:15, 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 and questions users have.

KPI Report Designer

The KPI report designer is our most used reporting tool. There are a wide variety of reports within KPI report designer that will meet reporting needs for 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 contacts

This report will give all contacts in the time frame that would usually be displayed in the history of the client. This includes the first referral contact and any subsequent contacts for that referral in the requested date range. This report is very helpful for identifying all work being undertaken during a time period along with the time spent if this data is input.

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.