Difference between revisions of "Ladder Outcomes Report"

From Charitylog Manual
Jump to: navigation, search
 
(13 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
[[File:MENU_Reps_ladderoc.PNG]]
+
[[File:lad_out1.jpg|300px|alt="a screenshot of the ladder outcome report button highlighted in the menu."]]
  
===Ladder Outcome Report===
+
This report is displays the results of ladder outcomes entered in a specified period.  The ladder outcomes can be reported by the number of sub headings selected or by a total of the subheadings scores.
  
This report is a simple display of the ladder outcome entries which have been made on the system.
+
Example:  The ladder question (main heading) is 'On a scale of one to five, how are you feeling today'.  The total that said 4 is two, but if the scores are added together then the result would be 8.
  
 +
To run the report complete the following criteria:
  
[[File:A_outcomes_16.png|border]]
+
[[File:lad_out2.jpg|700px|alt="a screenshot of the ladder outcome reporting fields, as listed below."]]
  
  
* Start and end date - set a date range for the report.
+
* '''Start date''' - The start of the reporting period, looks at the date of the Ladder Outcome assessment.
* Outcome Heading - pick one particular outcome, or display all.
+
* '''End date''' - The end date of the reporting period, looks at the date of the Ladder Outcome assessment.
* Project - pick one particular Project, or show all.
+
* '''Outcome Heading''' - Specify whether to report on all Ladder Outcomes or a particular  
* Add Up Ticks or Add Up Scores? - this will count the outcome entries in one of two ways. '''Add Up Ticks''' will simply count each filled-in tick box as 1, and each empty tick box as 0. "Add Up Scores" will add up the scores that you have set - see [[Outcomes_(Administrator_guide)#Scoring|further up this page]] for details of where the scores (progress levels) are set.
+
* '''Project''' - Select to report on all project or a specific project.
* Summary or Detail? - Selecting "summary" will only output the data itself, with no names attached. Selecting "Include Client Detail" will also include the names of the relevant clients, and outcome notes if you specify this.
+
* '''Project Subcategory''' - Select to report on all project subcategories or a specific project sub category.
* If Detailed Version, Which Notes To Show? - decide whether to add the individual Ladder Outcome notes or the overall Referral Outcome notes to the report. (Or both, or neither.)
+
* '''User Recorded By''' - Allows you to report on all users or a specific person.
* Report Ordered By - choose whether to order the report by the date the outcomes were entered, or (less commonly) the referrer, the client's age range, or their District.
+
* '''Add Up Ticks or Add Up Scores?'''
* Print or Export Data? - choose whether the report will output to your screen (display/print) or create an Excel spreadsheet which will download to your computer (export).
+
** '''Add up ticks''' - This will report on the number of entries per ladder sub heading (the number of people assessed at each level).
 +
** '''Add up scores''' - This will report on the value of the score per sub heading multiplied by the number of times the sub heading was selected (adds the score value of the assessment per person).
 +
* '''Summary or Detail?'''
 +
** '''Summary''' - This will display only the totals based on ticks or scores.
 +
** '''Include Client Details''' - This will include the individual client details for each assessment done in the time period, with totals per ladder outcome.
 +
* '''If Detailed Version, Which Notes To Show?''' - Individual notes are recorded on each ladder outcome assessment and the referral outcome is at the bottom of the [[Referral Closure and Outcome Details]] page.
 +
* '''Report Ordered By - Select the required display order for the report.
 +
* '''Display/Print Layout Style''' - Select the required page orientation.
 +
 
 +
Click 'Display in Browser' to view and print the report or 'Export to Spreadsheet'.
 +
 
 +
'''Summary Report'''
 +
 
 +
[[File:Reps_LOC_summary.PNG|1000px]]
 +
 
 +
'''Report including Client details'''
 +
 
 +
[[File:Reps_LOC_withclient.PNG|1000px]]
 +
 
 +
----
 +
[[File:helpheader_small.png|right]]

Latest revision as of 13:33, 28 March 2024

Helpheader small.png

"a screenshot of the ladder outcome report button highlighted in the menu."

This report is displays the results of ladder outcomes entered in a specified period. The ladder outcomes can be reported by the number of sub headings selected or by a total of the subheadings scores.

Example:  The ladder question (main heading) is 'On a scale of one to five, how are you feeling today'.  The total that said 4 is two, but if the scores are added together then the result would be 8.

To run the report complete the following criteria:

"a screenshot of the ladder outcome reporting fields, as listed below."


  • Start date - The start of the reporting period, looks at the date of the Ladder Outcome assessment.
  • End date - The end date of the reporting period, looks at the date of the Ladder Outcome assessment.
  • Outcome Heading - Specify whether to report on all Ladder Outcomes or a particular
  • Project - Select to report on all project or a specific project.
  • Project Subcategory - Select to report on all project subcategories or a specific project sub category.
  • User Recorded By - Allows you to report on all users or a specific person.
  • Add Up Ticks or Add Up Scores?
    • Add up ticks - This will report on the number of entries per ladder sub heading (the number of people assessed at each level).
    • Add up scores - This will report on the value of the score per sub heading multiplied by the number of times the sub heading was selected (adds the score value of the assessment per person).
  • Summary or Detail?
    • Summary - This will display only the totals based on ticks or scores.
    • Include Client Details - This will include the individual client details for each assessment done in the time period, with totals per ladder outcome.
  • If Detailed Version, Which Notes To Show? - Individual notes are recorded on each ladder outcome assessment and the referral outcome is at the bottom of the Referral Closure and Outcome Details page.
  • Report Ordered By - Select the required display order for the report.
  • Display/Print Layout Style - Select the required page orientation.

Click 'Display in Browser' to view and print the report or 'Export to Spreadsheet'.

Summary Report

Reps LOC summary.PNG

Report including Client details

Reps LOC withclient.PNG


Helpheader small.png