Difference between revisions of "Reports Tab"

From Charitylog Manual
Jump to: navigation, search
 
(23 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
__NOTOC__
 
  
An item-by-item breakdown of the Reports tab.
+
[[File:cl_Re_ports.png|1400px|alt="a screenshot of the reports menu from Charitylog"]]
 
 
 
 
[[File:cl_ReportsT_1a.png|790px|border]]
 
  
 
===Advanced Reporting===
 
===Advanced Reporting===
 
* [[Analytics]]
 
* [[Analytics]]
 
  
 
===Core===
 
===Core===
  
* [[KPI Report Designer]]
+
* [[Classification Codes Extract]]
 
* [[Data Extraction/Mail Merge]]
 
* [[Data Extraction/Mail Merge]]
 
* [[Extension Database Reports]]
 
* [[Extension Database Reports]]
* [[Classification Codes Extract]]
+
* [[KPI Report Designer]]
 
* [[Progress Interval Report| Progress Interval Reports]]
 
* [[Progress Interval Report| Progress Interval Reports]]
  
 
===General===
 
===General===
  
* [[Consent Report]]
 
* [[Change of Address Report]]
 
 
* [[Classification Codes Report]]
 
* [[Classification Codes Report]]
 
* [[Action List Report|Action List]]
 
* [[Action List Report|Action List]]
 
* [[Benefits Report|Benefits]]
 
* [[Benefits Report|Benefits]]
 
* [[Courses and Qualifications Report|Courses & Qualifications]]
 
* [[Courses and Qualifications Report|Courses & Qualifications]]
* [[Memberships/Skills Report|Memberships/Skills]]
+
* [[Consent Report]]
 +
* [[Memberships/Skills Report|Groups & Skills]]
 +
* [[Change of Address Report]]
 
* [[Equipment Report|Equipment Allocations]]
 
* [[Equipment Report|Equipment Allocations]]
 
* [[Mailing History Report|Mailing History]]
 
* [[Mailing History Report|Mailing History]]
 
* [[Publications Issued Report|Publications]]
 
* [[Publications Issued Report|Publications]]
 +
* [[Project Category Analysis]]
 
* [[Uploaded Documents Report|Uploaded Documents]]
 
* [[Uploaded Documents Report|Uploaded Documents]]
 +
* [[Activity Summary]]
  
 
===Audits===
 
===Audits===
  
 
* [[Backup and Update Replica Database Audit|Backup Audit]]
 
* [[Backup and Update Replica Database Audit|Backup Audit]]
* [[Record Insert Audit Report|Insert Audit]]
+
* [[Insert Audit]]
 
* [[User Login History Report|User Login History]]
 
* [[User Login History Report|User Login History]]
  
Line 42: Line 39:
 
===Clubs & Clinics===
 
===Clubs & Clinics===
  
* [[Club and Clinic Client Cancellation Report|Club and Clinic Cancellations]]
+
* [[Club and Clinic Cancellations]]
* [[Club and Clinic Summary Report|Clinic Summary]]
+
* [[Clinic Monitoring]]
* [[Club and Clinic Details Report|Clinic Details]]
+
* [[Clinic Attendance]]
* [[Clinic Membership Report|Clinic Membership]]
 
* [[Clinic Attendance Report|Clinic Attendance]]
 
* [[Club and Clinic Referral Summary|Referral Summary]]
 
* [[Club and Clinic Referral Details|Referral Details]]
 
 
* [[Club and Clinic Waiting List Report|Waiting List]]
 
* [[Club and Clinic Waiting List Report|Waiting List]]
 
  
 
===Volunteers===
 
===Volunteers===
Line 66: Line 58:
 
* [[Ladder Outcomes Report|Ladder Outcomes]]
 
* [[Ladder Outcomes Report|Ladder Outcomes]]
 
* [[Referral (Simple) Outcomes Report|Simple Outcome Entry]]
 
* [[Referral (Simple) Outcomes Report|Simple Outcome Entry]]
* [[Ladder Outcomes Client Outcome Comparison Report|Client Outcome Report]]
+
* [[Ladder Outcomes Client Outcome Comparison Report|Client Outcome]]
* [[Ladder Outcomes Target Comparison Report|Target Comparison Report]]
+
* [[Outcomes By Group (Raw Data) Report]]
 +
* [[Ladder Outcomes Target Comparison Report|Target Comparison]]
 +
* [[Outcomes (Raw Data)]]
 
* [[Ladder Outcome Intervals and Latest Outcomes|Intervals and Latest Outcome]]
 
* [[Ladder Outcome Intervals and Latest Outcomes|Intervals and Latest Outcome]]
 
  
 
==Reports for extra modules==
 
==Reports for extra modules==
Line 75: Line 68:
 
===Support Worker===
 
===Support Worker===
  
 +
* [[Outcome Report|Outcome]]
 +
* [[CM2000 Import/Export]]
 
* [[Holiday Pay Earned Report|Holiday Pay]]
 
* [[Holiday Pay Earned Report|Holiday Pay]]
 
* [[Support's Unavailability Report|Unavailabilities]]
 
* [[Support's Unavailability Report|Unavailabilities]]
 
* [[Client Invoices and Support Worker Payroll Exports|Export Payroll/Invoice Data]]
 
* [[Client Invoices and Support Worker Payroll Exports|Export Payroll/Invoice Data]]
* [[Work Provided Report|Work Provided]]
 
 
* [[Hours Used And Remaining]]
 
* [[Hours Used And Remaining]]
* [[Outcome Report|Outcome]]
 
 
  
 
===Handyperson===
 
===Handyperson===
  
 
* [[Handyperson Activity Report|HP Activity]]
 
* [[Handyperson Activity Report|HP Activity]]
* [[Handyperson Client Address Report|HP Client Address]]
 
 
* [[Handyperson Job Card List|HP Job Card List]]
 
* [[Handyperson Job Card List|HP Job Card List]]
 
* [[Handyperson Work Done Report|Work Done]]
 
* [[Handyperson Work Done Report|Work Done]]
* [[Handyperson Job Cards|Print HP Job Cards]]
+
* [[Print Handyperson Job Cards|Print HP Job Cards]]
 +
 
 +
===IMCA===
 +
* [[IMCA Data Extract]]
 +
* [[Closed Clients]]
 +
* [[Open Clients]]
  
  
 
----
 
----
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]

Latest revision as of 11:58, 29 February 2024

Helpheader small.png

"a screenshot of the reports menu from Charitylog"

Advanced Reporting

Core

General

Audits


Clubs & Clinics

Volunteers


Outcomes

Reports for extra modules

Support Worker

Handyperson

IMCA



Helpheader small.png