Custom Report Filters
Report Filters are the starting information from which you will run your report. These Filters can be date ranges of when an event occurred. They can also search for a specific data point within specific cohorts or request data on certain services, programs, trainings, etc. Report Filters contain the information the system needs to fetch the desired data points (results).
For more on Report Filters, click here.
Custom Report Columns
Report Columns are the data points that will return after a report is run. When building a Custom Report, consider what information would you like to be included in the results: Case number? (client) First Name? (client) Last Name? Services assigned to the client?
There are 11 total categories with six to seven categories available for each report. Which categories are available depends on which Report Type is selected.
A Note report will have Note Report Column options whereas a Demographic report does not.
A Service report will have more service Report Column options than a Note report does.
A brief description of each Report Column category:
Demographic - Includes data points pertaining to client demographic information
Assessment - Includes data points pertaining to assessments
Financial - Includes data points pertaining to client budget, income, wage, and credit
Service - Includes data points pertaining to services
Note - Includes data points pertaining to client case notes
Employment - Includes data points pertaining to client employment
Program - Includes data points pertaining to programs
Training Session - Includes data points pertaining to trainings
Outcome Scale - Includes data points pertaining to scales
Movement - Includes data points pertaining to client outcome movement
Custom Fields - Includes data points of your organization’s custom created fields