Difference between revisions of "Reports Tab"

Revision as of 14:22, 1 June 2018

An item-by-item breakdown of the Reports tab.

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Core

• KPI Report Designer
• Data Extraction/Mail Merge
• Extension Database Reports
• Classification Codes Extract
• Progress Interval Reports

General

• Consent Report
• Change of Address Report
• Classification Codes Report
• Action List
• Benefits
• Courses & Qualifications
• Memberships/Skills
• Equipment Allocations
• Mailing History
• Publications
• Uploaded Documents

Audits

• Backup Audit
• Insert Audit
• User Login History

Clubs & Clinics

• Club and Clinic Cancellations
• Clinic Summary
• Clinic Details
• Clinic Membership
• Clinic Attendance
• Referral Summary
• Referral Details
• Waiting List

Volunteers

• Volunteer Assignments
• Volunteer Time
• Job Card
• Print Job Cards
• Waiting List
• Volunteers

Outcomes

• Ladder Outcomes
• Simple Outcome Entry
• Client Outcome Report
• Target Comparison Report
• Intervals and Latest Outcome

Reports for extra modules

Support Worker

• Holiday Pay
• Unavailabilities
• Export Payroll/Invoice Data
• Work Provided
• Hours Used And Remaining
• Outcome

Handyperson

• HP Activity
• HP Client Address
• HP Job Card List
• Work Done
• Print HP Job Cards

Rob Kay - manual author (talk) 16:34, 5 June 2017 (BST)