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• Religions
  ...es (for information on this screen only; these notes are not output on any report) # Select the Status you wish to merge in the drop down list.
  1 KB (221 words) - 10:21, 16 February 2023
• Service User Groups
  ...es (for information on this screen only; these notes are not output on any report) # Select the Status you wish to merge in the drop down list.
  1 KB (216 words) - 10:23, 16 February 2023
• Sexual Orientations
  ...es (for information on this screen only; these notes are not output on any report) # Click on the first status
  1 KB (206 words) - 10:24, 16 February 2023
• Statuses
  Click on an existing status to edit it or click the 'Enter New Record' button to create a new one. This * Status Name
  1 KB (203 words) - 10:24, 16 February 2023
• Template Release Notes Oct 2020
  ...for cases to get from initial contact to assessment, the Progress Interval Report can provide this analysis. ...le”, “Required outcomes met” and “Lost contact”, all linked to a status of “Client left the service”.
  5 KB (845 words) - 15:07, 3 April 2023
• Payments Made Receipts
  ...requires the 'Payment Method' field on the service users record. Use the report criteria options to produce the required print out. ...All Receipts, Incomplete Jobs Only, Completed Jobs Only?''' - Select which status of Job Cards to include.
  2 KB (293 words) - 16:03, 16 February 2024
• Volunteers Report
  ...400px|alt="a screenshot of the volunteers report button highlighted in the report menu."]] ...hat the Induction Date field is used on the volunteer records. To run the report specify the following criteria:
  1 KB (219 words) - 11:54, 28 March 2024
• Volunteer Time Report
  ...e.jpg|250px|alt="a screenshot of the volunteer time report button from the report menu."]] ...has been recorded on timesheets for Staff/Volunteer Job Cards. To run the report complete the following:
  2 KB (255 words) - 15:52, 25 March 2024
• Home-Start Report
  ...in this section are only counted where they have an active Case during the report period. *'''Awaiting support''' - Reads from the '''"Family Assessment / Triage"''' status
  6 KB (967 words) - 14:56, 4 April 2023
• Record A Contact
  * '''Status/progress stage''' - This is the Referral Template stage. This field can be * '''Referral reason(s)''' - Referral reasons are used to report on why people have come to the service for support, or why they have been r
  24 KB (4,118 words) - 14:39, 16 October 2023
• Client Invoices and Support Worker Payroll Exports
  [[File:exp_inv1.png|500px|alt="a screenshot of the exported invoices report button, highlighted in the reports menu."]] ...a format that is suitable to you or in a report format. To run the export/report complete the following criteria and specify each column:
  2 KB (407 words) - 14:50, 10 April 2024
• Updates
  *Referral Status * Export options in the blue report folders can be saved per folder to match your reporting requirements
  5 KB (759 words) - 11:31, 31 January 2024
• Text Editor
  ...pulated if the letter is created from the history page or a referral based report. Any letter created directly via the Letters and Communications link will * Marital Status
  7 KB (1,125 words) - 10:24, 6 February 2024
• Closed Clients
  [[File:imca_closed1.JPG|200px|alt="a screenshot of the IMCA closed report button, highlighted in the reports menu."]] ...CA Closed Clients report displays details of closed referrals. To run the report complete the following criteria:
  2 KB (265 words) - 13:52, 29 April 2024
• Open Clients
  The IMCA Open Clients report displays details of open referrals. To run the report complete the following criteria: [[File:imca_open1.JPG|700px|alt="a screenshot of the open clients report fields, as listed below."]]
  2 KB (261 words) - 09:57, 29 April 2024
• People Supported During Time Period
  == How do I report on all people supported during a set time period? == A common statistic you may wish to report on is ''how many people have been supported during a certain time period?''
  6 KB (1,027 words) - 10:49, 9 July 2021
• Vickys preview
  ...method it does reduce functionality of the system. You will not be able to report on Contacts linked to the attendance and other major reports.''' * '''Membership Status?''' - Select Member (or waiting list for the waiting list)
  44 KB (7,387 words) - 14:47, 9 November 2021

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