WHAT are Report Filters?
Selecting Report Filters is the first step when running a report.
Report filters are available for both Custom and Ad Hoc Reports.
Adding, removing, or changing Report Filter options is available when editing or creating a new Custom or Ad Hoc Report.
WHAT are the Report Filter Options?
It is important to note that to run a report, there must be a filter that searches within a time-frame.
(*) denotes a time-frame
Age - Results will include information related to clients of a certain age or within a certain age group
Assessment Pack - Results will include information related to clients who received a specific assessment
Caseworker - Results will include information related to a specific caseworker
Child Groups - Used by Parent Agency Admins who wish to report on their child agencies
Client Status - Results will include information related to clients who have the desired status
Client Type - Results will include information related to clients who have been designated a certain client type
* Client Created - Results will include information related to clients who were created in the system within a certain time frame
Domain - Results will return the domain(s) selected
Employer - Results will return the employer(s) selected
* First Assessment - Results will include clients who received their first assessment within the selected time frame
* Note Date - Results will take into account the date range of when notes were dated
Percentage of Poverty - Results will include clients who are within a selected Percentage of Poverty range
Program - Results will include information related to the selected program(s)
* Program Started - Results will include information related to when clients started a program
Scale - Results will return the scale(s) selected
Service - Results will include information related to the selected service(s)
* Service Created - Results will include information related to when a service was created
* Service Started - Results will include information related to when a service was started
Training - Results will include information related to the selected training(s)
WHY do Reports Need Filters?
The report filters will direct the system to return the results you are looking for. Report Filters are the starting point from which reports are run.
Report Filters can be date ranges of when an event occurred, can search within specific cohorts, and request data on certain services, programs, trainings, etc. This is the information the system needs to fetch the desired data points (results) in the report.