Reports

Report Filters
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 Report...
Mon, Jun 10, 2019 at 3:13 PM
Ad Hoc Statements and Rules
WHAT are Ad Hoc Statements and Rules? Ad Hoc Statements are user-created sentences to which users assign rules. Rules define which data points will be incl...
Sat, Jun 8, 2019 at 12:39 PM
Ad Hoc Rule Breakdown
Below are each Ad Hoc rule Category and the Rules contained therein Category: Assessments Outcome Placement - retrieves results for clients who ha...
Sat, Jun 8, 2019 at 1:08 PM
Custom Reports -vs- Ad Hoc Reports
WHAT is the difference between Custom and Ad Hoc Reports? Custom Reports retrieve and display all reported information in a spreadsheet format. Filters ...
Wed, Jun 12, 2019 at 9:02 AM
Role Permission: Report Management -vs- Report Viewing
WHAT is Report Management?  Users with the Report Management Role Permission enabled will have four tabs available in the Reports section:  System Repo...
Sat, Jun 8, 2019 at 2:09 PM
Choosing a Custom Report Type
You're ready to begin building Custom Reports? Great! Before you start, please read this. It contains important client privacy/HIPAA information.  ...
Tue, Jun 25, 2019 at 9:50 AM
Custom Report Filters and Columns
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 eve...
Wed, Jun 12, 2019 at 8:59 AM
Saved Report
WHAT is a Saved Report? A Saved Report is a way to save and run Custom and Ad-Hoc Reports at regularly scheduled times. This can be a useful tool for qual...
Thu, Jun 20, 2019 at 2:59 PM
Scheduled Report
WHAT is a Scheduled Report?  A Scheduled Report is a way to run and deliver Custom Reports via email at regularly scheduled intervals. This can be a usefu...
Fri, Jun 21, 2019 at 6:01 AM
Client Intake Report
WHAT is a Client Intake Report? Client Intake Reports provide an overall view of a client’s profile information. These reports can contain Assessments, Bud...
Sat, Jul 13, 2019 at 10:03 AM